KeyBanc warns a 2026 memory supply crunch may lift DRAM/NAND prices, hit PC/smartphone shipments, and boost Micron, Nvidia ...

The market researchers at IDC warn that an “unprecedented” memory chip shortage could impact PC and smartphone sales in 2026.

The rapid expansion of artificial intelligence (AI) is causing a memory chip shortage, potentially leading to a 5-20% price increase in smartphones and PCs.