Rising AI demand is driving up DRAM prices, pushing smartphone costs higher and reducing supply as early as 2026, according ...

Memory is used in key parts of AI data centers where demand is booming. A shortage of memory chips fueled by artificial ...

Smartphone prices are projected to rise by 6.9% in 2026 due to chip shortages, with AI data centres being a significant ...

Global smartphone shipments may decline 2.1% next year as a shortage of memory chips drives up costs and squeezes production, ...

Apple (NASDAQ:AAPL) iPhones, Androids and suppliers of smartphone components are poised for growth in the second half of 2024 as inventory risks abate and artificial intelligence possibly provides a ...

Smartphone prices set to rise 6-9% in 2026 due to AI data center demand causing DRAM chip shortages. Budget phones face 20-30% cost hikes, shipments may drop 2.1% amid supply crunch.

As chip producers prioritise high-end components for the current AI buildout, smartphone shipments could take a hit in 2026, says Counterpoint Research.

MLCC manufacturer Murata Manufacturing Co., Ltd. stated that demand for components in smartphones is recovering, and there is also expected growth in demand related to automotive electrification.

One of the few positive factors for the earnings of the three passive component suppliers was the solid demand for flagship smartphones such as the iPhone, and the recovery of component demand from ...