AI data centres are guzzling up the world’s memory chips, raising concerns that phone, laptop and car makers could soon face tighter supplies. SK hynix has warned that the supply crunch could worsen in 2027 and persist beyond 2030. But how much of that cost will reach consumers, and whether budget phones will take the biggest hit, remains to be seen.
International Data Corporation (IDC) expects memory supply to grow only about 16–17% in 2026. | Image: Shutterstock

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