Samsung, SK Hynix, and $MU are prioritizing HBM and advanced DDR5 for AI infrastructure, leaving less conventional DRAM and NAND available for PCs, smartphones, consoles, and storage devices

➡️ Microsoft raised Surface pricing, with the 13-inch Surface Pro moving from $999 to $1,499
➡️ Lenovo said memory costs surged 40% to 50% last quarter, and warned that prices could double
➡️ Intel CEO Lip-Bu Tan reportedly said there may be no relief until 2028
➡️ Leaks suggest Microsoft’s next console could potentially reach $1,200, depending on final specs and supply conditions
➡️ Bloomberg reportedly says the PS6 could be delayed to 2028 or 2029 due to memory constraints.
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Smartphone shipments declined in Q1 2026:
> IDC: down 4.1% YoY to 289.7M units
> Counterpoint: down 6% YoY
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➡️ Qualcomm CEO Cristiano Amon reportedly blamed the decline 100% on the memory shortage
➡️ IDC now expects the full-year smartphone market to decline 12.9%
➡️ The shortage could last years
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New meaningful capacity will not arrive quickly
➡️ Micron’s Idaho facility is not expected to produce meaningful output until 2028, and SK Hynix has reportedly already sold its entire 2026 production volume