Memory price surge hits smartphones, cutting 2026 mobile SoC shipments nearly 20%

DIGITIMESNovember 3, 2026en

The AI infrastructure boom has driven up memory prices across consumer electronics, dampening sales of smartphones and notebooks while hitting upstream system-on-chip (SoC) developers. With memory prices projected to keep climbing through 2027, industry observers generally expect end-market sales to remain sluggish, testing the resilience and strategy of players across the entire value chain.

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