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AI · simonwillison.net · Thursday, 28 May 2026

AI‑driven memory shortage pushes up consumer electronics prices

AI demand for high‑bandwidth memory (HBM) is forcing chip makers to allocate far more wafer capacity to GPUs, limiting supply for DDR and LPDDR used in phones and PCs. With only three major memory manufacturers, this bottleneck will drive up RAM costs and raise prices of consumer devices, especially low‑cost smartphones.

Read the source: simonwillison.net ↗In the 28 May issue →