Insight: Memory shortage tightens grip on smartphone market as prices near tipping point

Digitimes
Mar 1, 2026, 6:29 pm185 ptsTrendingTop
The memory market is no longer just a component story — it is becoming a fault line running through the entire tech industry. As AI infrastructure buildout accelerates, cloud and data-center operators are consuming DRAM and NAND at a pace that is crowding out smartphone makers, distorting foundry economics,…

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