
Memory Surges 400%, Budget Phones Die
AI-driven memory prices jumped 400% in Q1 2026, with DRAM up 50% QoQ and NAND 90%, forcing Xiaomi, Transsion, Lenovo to raise prices. Low-end phones face 25% BOM hikes where storage hits 43% share, prompting production cuts. Apple anticipates bigger Q2 margin erosion.








