According to @CNBC, soaring DRAM and NAND costs tied to AI demand are making sub-$100 smartphones rare, pressuring margins and low-end supply.

According to @CNBC, SK Hynix plans a $720B expansion to scale HBM and NAND for AI demand, reshaping Korea’s chip ecosystem and global supply chains.

According to @CNBC, AI demand is driving a global memory shortage, pushing prices higher as Apple warns consumers to prepare for increased costs.