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Smartphones and notebook prices could increase as memory lead times extend

Angel Liu, Taipei; Emily Kuo, DIGITIMES Asia Friday 2 January 2026 0

Credit: DIGITIMES

Demand for high-bandwidth memory (HBM) is crowding out production capacity for consumer memory. Despite capacity expansions by major memory makers, including Micron, Samsung, and SK Hynix, the supply of HBM for AI servers remains tight, and the demand...

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