dram nand

The dram nand tag covers reporting on DRAM and NAND memory shortages affecting the global smartphone market in 2026. Recent discussions examine an 11% year-over-year decline in second-quarter smartphone shipments, the weakest second-quarter result since 2013, as rising memory costs put pressure on manufacturers and retail prices. The coverage also explores how AI data-center demand has led suppliers to prioritize higher-margin orders, tightening availability for handset makers. Particular attention is given to the impact on devices below the flagship tier, where thin margins make price increases difficult, along with shifting shipment leadership between Samsung and Apple and the performance of Samsung’s Galaxy S26 range.