Insta360 spent $298m on memory chips in six months. GoPro’s shareholders are getting $285m in cash for the entire company.
THE SO WHAT
When a camera company’s six‑month memory bill matches the cash value of a legacy rival, you’re looking at a structurally different scale of hardware demand. If you rely on high-bandwidth sensors or edge devices, assume tighter competition for memory and plan for both price volatility and longer lead times in your hardware roadmap.
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