AI Could Wipe Out Budget Smartphones In 2027, As Experts Warn DRAM Chip Supply For AI Hardware To Account For More Than 60% Of Annual Supply
4 July 2026 at 13:44
The DRAM supply situation is predicted to worsen for consumer electronics next year, with multiple industry watchers believing that a grim future for budget handsets could materialize in 2027. Thanks to AI centers gobbling up existing DRAM shipments, which could account for more than 60 percent in the near future, phone makers will have a negligible supply to work with, forcing them to have little option but to raise prices. DRAM prices have surged by as much as 700% since 2022, with three memory makers controlling 90% of the total supply Even with a class-action lawsuitΒ aimed directly at Samsung, SK [β¦]
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