Chip shortage threatens 20% price hike for smartphones and computers - FT

📊Executive Summary
The article discusses a significant anticipated price increase of up to 20% for consumer electronics, including smartphones and computers, due to a shortage of memory chips driven by surging demand for artificial intelligence applications. Major manufacturers like Dell, Lenovo, and Xiaomi are stockpiling memory chips, particularly DRAM, as they face rising costs and constrained supply. Analysts predict that the average prices of DRAM will increase by 50-55% in the fourth quarter of 2025, with Samsung and SK Hynix reporting that orders for 2026 have already exceeded their production capacity. This situation is expected to lead to further price hikes for consumers in 2026, as companies struggle to secure adequate supplies amidst heightened competition for memory chips from cloud service providers....
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