Economics ❯ Supply and Demand ❯ Market Dynamics

Consumer Electronics

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Smartphone Shipments Set for Record 2026 Slump as AI Soaks Up Memory Supply

Analysts warn relief in DRAM supply is unlikely before mid- to late-2027.

Cloud Giants Lock Up 2026 Hard‑Drive Supply as Western Digital and Seagate Sell Out

Nintendo Sheds About $14 Billion as Switch 2 Memory Costs Jump