Overview
- Manufacturers are prioritizing high-bandwidth memory for AI GPUs, reducing output of standard consumer RAM and contributing to price spikes.
- Micron has announced it will wind down its Crucial consumer lineup to focus on AI and direct enterprise customers.
- A report indicates Samsung’s semiconductor division declined an internal RAM supply request from its mobile unit to protect profitability.
- IDC warns higher memory costs will push smartphone prices up and could soften 2026 shipments, with budget models facing the greatest strain.
- Counterpoint Research estimates memory prices will climb about 30% late in 2025 and a further 20% early in 2026.