With the flourishing development of generative artificial intelligence, the global supply chains for high-bandwidth memory (HBM) and DRAM are facing immense pressure. Analysts caution that by 2026, the overall prices of smartphones, laptops, and home electronics could surge by 10% to 20%. Cloud computing behemoths are fervently constructing AI data centers and inking multi-year supply agreements. This move is monopolizing memory production capacity that would otherwise go to traditional personal devices, compelling consumer electronics manufacturers to swallow higher procurement costs.
