Memory Supply Crisis Puts Pressure on Smartphone Markets
DRAM reallocation to HBM has reduced global memory supply, affecting data centers.
AI companies are buying large quantities of memory for data centers, impacting supply.
Larger vendors benefit from higher average selling prices due to scale.
Cheap Android models will suffer due to shrinking margins as manufacturers exit lower-end markets.
Apple and Samsung remain better positioned despite higher memory costs.
Memory prices may not return to 2025 levels until 2028, leading to higher smartphone costs.
4 days ago