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RAMageddon? AI demand triggers RAM squeeze, threatening 16GB phones and forcing tough choices for OEMs

16 Dec 2025, 13:30 IST16 Dec 2025, 13:30 ISTRelevance: 85%
RAMageddon? AI demand triggers RAM squeeze, threatening 16GB phones and forcing tough choices for OEMs

📊Executive Summary

The global smartphone market is facing a significant RAM shortage due to soaring demand from the AI sector, which is diverting memory components to large data centers. This shortage may lead OEMs to reduce RAM specifications in smartphones, with potential shifts from 16GB to 4GB configurations for mid-range devices. Memory prices have surged by 60% recently, forcing manufacturers to either raise prices or downgrade specifications. The article highlights the impact on popular models, including Samsung and Apple, and suggests a fundamental shift in the smartphone market as AI demands reshape hardware offerings....

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Classification

Industries

Consumer Electronics
Data Centers & Computing

Components

Memory & Storage

Regions

South Korea

Topics

Supply Shortage
Pricing Trends
Demand Shift

Risk Categories

Supply Shortage
Price Volatility