Smartphones eat ~30% of global DRAM and NAND supply — the fix? Stop yearly phone releases
AlpinDale · x · 2026-09-25
Arguing against ever-rising DRAM/NAND prices, AlpinDale proposes a counterintuitive fix: stop annual smartphone manufacturing. Phones are incremental updates yet consume 30% of global DRAM and NAND supply, while datacenters use 40% of DRAM and 30% of NAND. Cutting yearly phone demand could ease AI datacenter pressure on memory and storage pricing.
Related event: Blogger: Halting Annual Phone Releases Could Ease Memory Price Hikes(2 posts)→
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