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AI just shrank the PC market and is killing cheap phones
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.
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forbes.com
Semiconductor Selloff Deepens As AI Spending Fears Hit Intel
Semiconductor stocks slide as Wall Street questions AI capex growth, erasing $1.3 trillion and putting Intel, Micron and AMD under pressure amid rising rate fears.
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tomshardware.com
Budget smartphone market collapses under the weight of memory shortages, sales expected to drop 22% — memory alone now comprises up to 64%…
The global AI memory squeeze is pricing cheap phones out of existence.
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theregister.com
AI memory crunch takes a bite out of PC shipments
IDC warns smaller players may struggle as DRAM drought drags on
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theverge.com
PC shipments fell for the first time in over two years thanks to RAMageddon.
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…
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hindustantimes.com
Global PC shipments decline after nine positive quarters as memory crunch deepens
AI companies buying memory inventory for data centre investments, and geopolitical uncertainty, is weighing heavy on the PC market. | Business News
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gadgetsnow.indiatimes.com
Omdia Warns Budget Phones Could Take A Big Hit From Memory Costs: Here's Why
The chips that store your photos and run your apps have doubled in price. For the cheap phone, that is turning into a death sentence — and India sits at the sharp end.
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cryptobriefing.com
Memory sales hit record $74.6B as AI demand surges, UBS reports
Global memory chip sales hit a record $74.6 billion in July 2026, up 31.7% month-over-month, as AI demand drives a structural supply shortage through 2028.
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lanacion.com.ar
Las ventas mundiales de PC caen por primera vez en más de dos años debido a la escasez de memoria generada por el boom de la IA
Los envíos mundiales de computadoras personales cayeron un 4,9% en el segundo trimestre de 2026; Apple, la única del top 5 que aumentó sus ventas
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thenextweb.com
AI just shrank the PC market and is killing cheap phones
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.
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businessday.co.za
AI chip demand shock pushes up consumer prices
Personal computing becomes more expensive just as more powerful hardware is needed for AI-enabled software. That creates a widening affordability gap.
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Apple faces rising costs as AI-driven memory shortage reshapes hardware markets
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