NuAxiSemiconductor trade intelligence
💥 Surging memory prices are driving up smartphone costs, with global output projected to drop at least 10% YoY in 2026.💡#TrendForce on brand str...
What happened
TrendForce reports surging memory prices are increasing smartphone BOM costs, which is projected to drive a global smartphone output decline of at least 10% YoY in 2026. This is a demand-side response to sustained high memory prices. Bearish: The projected demand destruction in a key end-market could pressure memory prices in the medium term.
Impact and signal
Medium impactImpact score: 30/100
Affected components and suppliers
DRAMNAND Flash
price-hikedemand-destructionsmartphone
Source and time
Source: TrendForce Official (Market Data) · 3/9/2026 · View original source
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