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AI smartphone upgrades trigger memory cost shock, pushing low-end models to the brink

Staff reporter, Taipei; Levi Li, DIGITIMES Asia Friday 6 February 2026 0

Credit: DIGITIMES

The smartphone sector is entering a new hardware upgrade cycle driven by AI. Yet the impact is proving far more disruptive than positive. Rapidly rising memory prices are reshaping cost structures and market dynamics, squeezing handset makers' margins...

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