The 2026 AI Boom Is Quietly Adding a Tax to...
AI server demand is reallocating memory capacity to HBM and server DRAM, lifting spot and contract prices for PCs and smartphones; Micron plans >$250B US investment through 2035.
AI server demand is reallocating memory capacity to HBM and server DRAM, lifting spot and contract prices for PCs and smartphones; Micron plans >$250B US investment through 2035.
AI’s memory hunger is tightening DRAM supply, lifting spot prices and pressuring laptop costs; analysts see undersupply persisting into 2027.
There is a disturbing trend extensive through the smartphone industry, and it’s hitting consumers harder. Every other flagship device launched in 2026 has seen significant price increases, like ₹3,000, ₹10,000,...