Phones Get Pricier From AI Memory
1:23:22–1:25:56 · 154s
Dylan details how surging DRAM/NAND prices—driven by AI HBM demand—could add ~$150 to iPhone BOMs and crush mid/low-end smartphone volumes.
1:23:22–1:25:56 · 154s
Dylan details how surging DRAM/NAND prices—driven by AI HBM demand—could add ~$150 to iPhone BOMs and crush mid/low-end smartphone volumes.
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