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DRAM and NAND costs hit 90% of smartphone prices, squeezing low-end profits

What happened

Nikkei reports that DRAM and NAND flash prices are soaring at unprecedented rates, reaching 90% of smartphone prices. This surge in core component costs threatens the viability of low-end smartphone models. The situation is bullish for memory suppliers and bearish for low-margin device manufacturers.

Impact and signal

High impactImpact score: 95/100

Affected components and suppliers

DRAMLPDDRNAND Flash
price-hikeshortagesmartphone

Source and time

Source: DigiTimes Asia · 3/26/2026 · View original source

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