Nikkei Asia:

Global DRAM supply is likely to meet only 60% of demand through 2027; memory to hit ~40% of low-end smartphone manufacturing costs by mid-2026, up from 20% now  —  TOKYO/SEOUL — A shortage of memory chips appears likely to continue until around 2027, with the top U.S. and South Korean …

Nikkei Asia:

Global DRAM supply is likely to meet only 60% of demand through 2027; memory to hit ~40% of low-end smartphone manufacturing costs by mid-2026, up from 20% now  —  TOKYO/SEOUL — A shortage of memory chips appears likely to continue until around 2027, with the top U.S. and South Korean …

Source: TechMeme
Source Link: http://www.techmeme.com/260418/p5#a260418p5