The global smartphone and PC markets face potential contractions of up to 5.2% and 8.9% respectively in 2026, according to downside risk scenarios from IDC that trace the problem to memory chip manufacturers shifting production capacity away from consumer electronics toward AI data centers. Samsung Electronics, SK Hynix and Micron Technology have pivoted their limited cleanroom space toward high-bandwidth memory for AI servers, restricting supply of the conventional DRAM…

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