A new data point on the cost side of the memory supercycle: memory pricing is now destroying downstream unit volume. That is the demand-destruction test the pricing-discipline thesis has to survive, and it bears on which end-market memory names take the hit. The IDC release itself is not in the corpus.
RAMmageddon continues to show up in phone shipments. IDC says global smartphone shipments fell 22% in Q3, the worst decline on record. Growth isn’t expected to recover until 2028 at the earliest. IDC research director Nabila Popal says the smartphone market “has not yet reached
A new data point on the cost side of the memory supercycle: memory pricing is now destroying downstream unit volume. That is the demand-destruction test the pricing-discipline thesis has to survive, and it bears on which end-market memory names take the hit. The IDC release itself is not in the corpus.
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