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Received β€” 13 January 2026 ⏭ The Register – Security

No fire sale for firewalls as memory shortages could push prices higher

12 January 2026 at 23:41

In SEC filings, Fortinet and Palo Alto show shrinking product margins taking hold.

PCs and datacenters aren't the only devices that need DRAM. The global memory shortage is roiling the cybersecurity market, with the cost of firewalls expected to balloon and hit both customers and vendors in the pocketbook in 2026, according to research analysts Wedbush.…

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