Global smartphone shipments fell 11% YoY in Q2 to the lowest Q2 levels since 2013 amid the DRAM and NAND shortage; Samsung returns to #1 with a 24% market share
Shilpi Jain /Counterpoint Research:
Global smartphone shipments fell 11% YoY in Q2 to the lowest Q2 levels since 2013 amid the DRAM and NAND shortage; Samsung returns to #1 with a 24% market share
- Global smartphone shipments fell 11% YoY in Q2 2026 reaching the lowest second-quarter levels since 2013 as the DRAM and NAND shortage intensified.
Omdia expects a 22%+ YoY drop in global shipments for <$400 smartphones in 2026 amid soaring DRAM and NAND prices; Q1 memory costs were nearly 60% of materials
In the first blog of this two-part series, Omdia explores how rising DRAM and NAND prices are reshaping smartphone economics …
NAND flash maker Kioxia, Japan's most valuable company since June 12, plans to offer US depositary shares in spring 2027 amid AI-driven demand for memory chips
Kioxia Holdings Corp. plans to offer US depositary shares in the spring of 2027 and a stock split to take advantage of runaway demand …
Analysis: contract prices for NAND chips are up 600%+ since September 2025's end, while DRAM chip prices are up nearly 400%, and analysts expect more increases
The worsening shortage in global memory chips due to the artificial intelligence buildout is driving a widening gulf in corporate results and stock performances.
Analysis: soaring NAND prices threaten Nintendo's software sales; the average games purchased per console came to 2.18 in December 2025, vs. 3.88 in March 2018
Demand for Nintendo Co.'s profit-earning game software is under threat from soaring prices for data storage …
Analysis: DRAM and NAND memory prices have jumped 600%+ over the past year for routers and set-top boxes, hitting telcos targeting aggressive broadband rollouts
MS Hwang is a research director at Counterpoint, specializing in memory semiconductor research.
Analysis: DRAM and NAND memory prices have jumped 600%+ over the past year for routers and set-top boxes, hitting telcos targeting aggressive broadband rollouts
MS Hwang is a research director at Counterpoint, specializing in memory semiconductor research.
Japanese NAND flash maker Kioxia's stock is up ~800% over the past 12 months, as AI demand and constrained NAND flash supply boost the chipmaker's pricing power
Highlights from IEDM 2025: 3D NAND is suddenly relevant again, interconnect metals beyond copper are emerging, 2D materials that could replace silicon, and more
IEDM 2025 Round-Up — It's an odd time in the chipmaking industry. On one hand, we are ramping into the biggest supercycle ever seen.