AI memory crunch will make smartphones more expensive
AI data centers are draining global memory supply, forcing Dynamic Random Access Memory (DRAM) and NAND (Not And) flash memory used in smartphones and PCs to shrink or cost more.
This lack of supply will change devices, apps, and the mobile ecosystem through 2027.
Inside device design teams the conversation has changed. Engineers used to ask how much RAM users wanted. Now they ask how much they can afford.
Memory manufacturers are shifting their production toward high-bandwidth chips used in artificial intelligence systems. That leaves less conventional DRAM and NAND for phones and PCs.
Prices rise and some devices will cost more., while others will ship with less memory.
Consumers may not notice the change at first, but the mobile industry does. And so do the people building the apps that run on those phones.
The Zero-Sum Chip
“Every wafer allocated to an HBM stack for an NvidiaGPU...
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