Overview:

DRAM markets are in turmoil. Acute shortages and surging prices force OEMs to either pass costs to consumers or cut sales targets. Smartphone shipments in 2026 are projected to fall 2.1% YoY. Legacy supply shortages are most severe with long product cycles.

 

Table of Contents:

  • The Background of the 2025 Supply Shortage: Strategy and Technology
  • One Year from Now: What to Expect
  • Takeaway: Lessons From Past Price Spikes and Collapses


Number of Pages : 3

Published Date: December 23 2025