The Memory Shortage Is So Bad That Smartphone Shipments Hit a Record Low
THE SO WHAT
A memory crunch driving up phone prices and pushing shipments to record lows is a reminder that AI-era demand is colliding with old-world supply constraints. If your roadmap assumes cheap, abundant mobile hardware for distribution or data capture, you need a contingency plan for slower refresh cycles and higher BOM costs through at least the next 12–24 months.
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