AI Data Centers Are Killing the $100 Smartphone

Podcast: DX Today | No-Hype Podcast & News About AI & DX · Rick Spair

Opublikowano: 2026-10-07

Shipments of phones under 100 dollars fell about 60 percent in a single year, because the memory inside them now goes to AI data centers. Sixty Percent Fewer Cheap Phones: How AI Data Centers Are Erasing the Hundred Dollar Smartphone, October 7, 2026 Shipments of smartphones under 100 dollars fell about 60 percent year over year in the second quarter as Samsung, SK Hynix and Micron steered memory supply toward AI data centers. Chris and Laura unpack why memory now makes up nearly two thirds of a budget phone's parts cost, why India, Southeast Asia and Africa are paying the steepest price...