Devices · 1h ago
AI Memory Demand Drives Smartphone Shipments to Lowest Q2 Since 2013
Rising costs of DRAM and NAND flash memory, driven by AI demand, pushed smartphone shipments to their weakest second quarter since 2013, according to Counterpoint. Higher memory prices have squeezed margins and slowed production. The trend highlights AI's growing impact on hardware supply chains.
Meridian48 take
The story underscores how AI's hunger for memory is reshaping the smartphone market, but the headline may overstate a 'boom' when the data shows a slump in shipments.
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