KeyBanc warns a 2026 memory supply crunch may lift DRAM/NAND prices, hit PC/smartphone shipments, and boost Micron, Nvidia ...

As AI companies snap up memory chips, smartphone and PC makers face higher costs and tighter supply — which could lead to ...

The rapid expansion of artificial intelligence (AI) is causing a memory chip shortage, potentially leading to a 5-20% price increase in smartphones and PCs.

The market researchers at IDC warn that an “unprecedented” memory chip shortage could impact PC and smartphone sales in 2026.