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136 AI's Hunger For Memory Chips Could Shrink Smartphone and PC Sales in 2026, IDC Says

Slashdot
msmash @ Slashdot · 12/26/2025 09:05 EDT

AI's Hunger For Memory Chips Could Shrink Smartphone and PC Sales in 2026, IDC Says

The global smartphone and PC markets face potential contractions of up to 5.2% and 8.9% respectively in 2026, according to downside risk scenarios from IDC that trace the problem to memory chip manufacturers shifting production capacity away from consumer electronics toward AI data centers. Samsung Electronics, SK Hynix and Micron Technology have pivoted their limited cleanroom space toward high-bandwidth memory for AI servers, restricting supply of the conventional DRAM and NAND used in phones and laptops.

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