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 Global memory scarcity will cause a 13 percent drop in smartphone sales in 2026, according to IDC (via Bloomberg). DRAM is in short supply because AI companies are buying huge quantities of high-bandwidth memory (HBM) for servers in data centers, and manufacturers are prioritizing HBM instead of the memory used in consumer devices.
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 Apple's imminent series of announcements will focus on chip updates, rather than redesigned devices, according to a known leaker.
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