Rising DRAM prices are driving “forced premiumization” in the smartphone market in India and Africa, as consumers in the sub-$200 segment risk being priced out
The global memory crunch and the great repricing of consumer electronics — One of the most remarkable things …
Wafer math is brutal. 1GB of HBM takes 3x the silicon footprint of regular phone RAM. Foundries are pivoting so hard to AI memory that it is actually killing the cheap smartphone market. We are cannibalizing global mobile RAM just to feed the KV cache.