Based on the newest report from market research firm Citrini Research, by 2027, the demand for LPDDR memory generated by NVIDIA's next-generation Rubin AI platform is projected to outstrip the aggregate memory demand from Apple and Samsung's smartphones. This development suggests that the need for low-power DRAM in the server and AI sectors will completely overtake that of the smartphone industry, potentially sparking a domino effect of memory supply shortages and consequent price hikes.
