Xiaomi has raised its 2026 smartphone target from 90 million to 110 million units, betting that the memory chip shortage is starting to ease.
Nothing's CMF Phone 3 Pro is dead. Co-founder Akis Evangelidis says rising RAM costs made a meaningful budget upgrade impossible for 2026.
OnePlus adds a 16GB/512GB OnePlus 15R in India at Rs 61,999, shipping more RAM even as the industry-wide memory cost crisis has competitors warning of price hikes.
Nothing CEO Carl Pei warns RAM now exceeds 50% of smartphone hardware costs, with prices up 300% in a year. Expect phones to cost 30% more by late 2026.
Samsung has quietly raised US prices on the 512GB Galaxy Z Flip7 and S25 Edge (+$80), the 256GB S25 FE (+$40), and a wide swath of the Galaxy Tab S11 family — including the Tab S11 Ultra. It's the second market in a week to feel the squeeze.
Samsung has placed its Mobile Experience division under emergency management as memory prices surge 850% and operating profit is projected to fall 60% in 2026 — despite record Galaxy S26 pre-orders.
The smartphone market is expected to experience a significant decline in 2026 due to the RAM shortage, with shipments plummeting 12.9 percent. The shortage is affecting not only smartphones but also other industries, such as AI and gaming.
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