HBM's breakneck rise is draining DRAM supply, repricing the smartphone sector

Amy Fan, Taipei; Levi Li, DIGITIMES Asia Friday 14 November 2025 0

Credit: AFP

The global AI boom is driving up smartphone and tablet production costs, as memory suppliers divert more capacity toward high-bandwidth memory (HBM) for AI accelerators. Samsung Electronics and SK Hynix have steadily reduced PC and mobile DRAM output...

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