High memory costs could be reflected in smartphone makers' 2H earnings, HSBC analysts said in a research note. As smartphone makers procure most memory chips under contract rather than buying directly ...
Smartphone prices are set to rise significantly in 2026 due to the hidden cost of the AI boom. Demand for HBM server memory is causing a severe production shortage of LPDDR5x (smartphone RAM).
A new Counterpoint report warns that memory prices could rise by 50% or more due to shortages and increased demand from AI data centers. This may push smartphone prices even higher, especially for ...
Supply shortages and big price increases for RAM and storage have been a major drag for enthusiasts and PC builders in recent months. And while we haven’t yet seen large, widespread price increases ...
SEOUL, July 6 (Reuters) - Samsung Electronics (005930.KS), opens new tab is likely to estimate that its operating profit jumped about 18-fold to another record high from a year earlier in the second ...