News and analysis covering DRAM, NAND flash, HBM, memory prices, supply shortages and their impact on consumer technology.
TSMC is increasing its planned US investment to $265 billion as AI demand accelerates. The Arizona expansion strengthens domestic manufacturing but cannot eliminate global supply-chain dependence overnight.
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India’s smartphone shipments fell 10% in the second quarter of 2026 as soaring memory costs drove up handset prices. The sharpest pain was below ₹15,000, showing how the AI infrastructure boom is reaching price-sensitive consumers.
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