IDC warns smaller players may struggle as DRAM drought drags on

The global AI memory squeeze is pricing cheap phones out of existence.

IDC warns smaller players may struggle as DRAM drought drags on

After nine straight quarters of growth, worldwide PC shipments dropped by 4.9 percent year-over-year, according to IDC. The research firm places the blame for the decline squarely…

AI companies buying memory inventory for data centre investments, and geopolitical uncertainty, is weighing heavy on the PC market. | Business News

Omdia says the PC market fell 3.6% in Q2 2026 and sub-$400 phone shipments will drop 22%, as AI's hunger for memory chips pushes device prices up.

AI-driven demand for high-bandwidth memory is squeezing Apple and PC makers, with data centers consuming 70% of high-end DRAM supply and prices rising