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2026-10-06

The $100 phone ran out of memory

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AI data centres outbid phone makers for memory, and the cheapest handsets pay. Analysts don't expect 2025 prices back. 1234567

References

  1. 1
    How AI data centers are killing off the $100 smartphone — Rest of World

    restofworld.org

  2. 2
    Global existing smartphone prices climb about 15% in 2026 — Counterpoint Research

    counterpointresearch.com

  3. 3
    DRAM contract prices forecast to grow only 13-18% in Q3 — The Register

    theregister.com

  4. 4
    Southeast Asia smartphone shipments fall 23% in 2Q26 — Omdia

    omdia.tech.informa.com

  5. 5
    GSMA warns of emerging global AI divide as three billion people remain offline — GSMA

    gsma.com

  6. 6
    AI infrastructure investment to exceed $1.3 trillion by 2027 — S&P Global Ratings

    press.spglobal.com

  7. 7
    RAM supply set to worsen, says Micron — The Register

    theregister.com

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