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TOPICS
The memory shortage is causing a repricing of consumer electronics
·
·
May 22, 2026, 10:34 p.m.
memory
AI
AI Ethics
AI
Smartphones
memory
Consumer Electronics
Summary
The blog discusses how the memory shortage caused by increasing demand for HBM (high-bandwidth memory) due to AI data centers is leading to rising prices in consumer electronics, particularly affecting budget smartphones in emerging markets.
Read full post on simonwillison.net →
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