Memory makers shift capacity to AI, tightening DRAM and NAND supply and raising phone, PC prices

AI servers are consuming large amounts of HBM, DDR5 and SSD capacity, prompting memory makers like Micron to shift more production toward AI. DRAM and NAND supply has tightened, forcing phone and PC makers to buy at higher prices, with domestic flagship phones rising from the 5,000 yuan to 8,000 yuan tier.

Detected & updated continuously · Source: Nebula