#memory-price-inflation

#memory-price-inflation

AI-driven memory demand is raising memory prices, forcing manufacturers to increase device prices and integrate more on-device memory for edge intelligence.

Rising memory prices will shrink the global smartphone market by 2.1% in 2026 and increase component costs and ASPs, pressuring OEMs' shipments and margins.

Increased memory raises cumulative energy costs at scale, Apple emphasizes higher performance-per-watt, and rising memory prices like Samsung's 60% hike increase budgetary and sustainability pressures.