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AI infrastructure demand is creating memory shortages that are driving component costs for PCs and smartphones up by up to 8 percent.

Tightness in DRAM and memory supply chains signals sustained manufacturing constraints across the entire AI-to-consumer silicon value chain.
Trade pressSlicast · December 27, 2025 23:00 · Global · Source: rappler.com
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Image / Slicast · Source: rappler.com

AI infrastructure demand is creating memory shortages that are driving component costs for PCs and smartphones up by up to 8 percent.

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AI infrastructure demand is creating memory shortages that are driving component costs for PCs and smartphones up by up to 8 percent. · Slicast