AI Boom Doubles Global Memory Chip Prices

Rising demand from AI deployments has more than doubled global memory chip prices since September 2025, pushing up manufacturing costs for smartphones and laptops, the article reports. Counterpoint Research forecasts further 40–50% price increases into Q1 2026 and expects smartphone shipments to fall about 2.1% in 2026, while Goldman Sachs predicts $500 billion more semiconductor investment in 2026.