The memory shortage is so serious that smartphone shipments are projected to experience their largest year-over-year decline ever.
Research firm IDC forecasts a 12.9% drop in smartphone shipments for 2026, citing worsening supply of memory chips as AI giants hoard inventory for their data center projects.
“This is the largest decline ever as a result of the ongoing memory crisis—which will hit the industry like a tsunami and leave it significantly altered,” warns IDC analyst…

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