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CNET NewsFeb 26, 2026
Smartphone Sales to Plummet 13% in 2026 Due to RAM Crisis, Says IDC
AI-fueled memory scarcity is hitting the phone market hard this year, particularly for inexpensive, low-end devices.

Mac RumorsFeb 26, 2026
DRAM Shortage Will Cause 'Seismic Shift' in Smartphone Market, But Apple Will Be Less Affected
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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