AI-driven memory shortages set to raise phone prices

Counterpoint Research said a global DRAM crunch caused by nonstop AI demand will raise smartphone prices in 2026 and cut shipments. The firm said memory buyers for AI data centers are crowding out phone makers as Nvidia systems keep pulling huge volumes of parts built by SK Hynix and Samsung. Counterpoint said the pressure from AI players is now strong enough to distort the normal supply chain for consumer devices. The group said this shift will hit the market even as President Trump heads into another year with tech firms already dealing with higher production costs. Counterpoint said shipments could fall 2.1% next year after earlier expectations of steady or improving growth. The note said shipment data does not show sales, but it measures demand because it tracks how many units go to stores and other channels. The group said the stress starts with memory parts, and the price jumps...

https://www.cryptopolitan.com/dram-nand-shortage-will-hike-phone-prices/