AI-driven memory shortage sends global smartphone shipments down 20%

Global smartphone shipments fell 20% in the worst Q3 in 14 years, as AI-driven memory shortages raised costs and prices. Polymarket also opened a market on whether Apple will buy CXMT memory chips, at about 15% probability.

2026-10-12 ~ 2026-10-12 · 2 related posts

• Global smartphone shipments plunge 20% in worst Q3 in 14 years as AI memory crunch hikes prices — Polymarket · 2026-10-12
• AI memory crunch sinks smartphone shipments 20% as Polymarket bets 15% on Apple buying CXMT chips — Polymarket · 2026-10-12