AI Supply Chain BriefAI and memory: supply chain stories
Every AI Supply Chain Brief story tagged “memory”, newest first (1).
AI's appetite for memory just caused the worst quarter on record for smartphones
IDC's preliminary numbers show global smartphone shipments fell 22% year over year in the third quarter to about 255 million units, the steepest quarterly drop it has ever recorded. IDC blames the AI-driven memory shortage: memory costs are up roughly 350% from a year ago, and vendors have cut low-end models and raised prices. IDC expects pressure to last through 2027 and warns that some makers built ahead of next year's expected component squeeze, which could leave excess inventory if demand stays soft.
Read the story →So whatIf any of your products use DRAM or flash, treat memory as a constrained, fast-moving cost input in your plan.
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