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Memory Reallocation to AI Workloads Constrains LPDDR4 Supply, Slowing High-end Cellular IoT Module Growth
What happened
Memory manufacturers are reallocating wafer capacity from legacy LPDDR4 to high-bandwidth memory (HBM) for AI workloads, constraining LPDDR4 supply. This supply shift is raising costs and slowing the adoption of high-end cellular IoT modules that rely on LPDDR4. Bullish: Supply constraints for legacy LPDDR4 are expected to tighten, supporting price stability or increases.
Impact and signal
High impactImpact score: 70/100
Affected components and suppliers
LPDDR4HBM
capacity-shiftsupply-constraintcost-increase
Source and time
Source: EE Times Asia · 4/15/2026 · View original source
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