Global DRAM supply is likely to meet only 60% of demand through 2027; memory to hit ~40% of low-end smartphone manufacturing costs by mid-2026, up from 20% now (Nikkei Asia)

Nikkei Asia: Global DRAM supply is likely to meet only 60% of demand through 2027; memory to hit ~40% of low-end smartphone manufacturing costs by mid-2026, up from 20% now — TOKYO/SEOUL — A shortage of memory chips appears likely to continue until around 2027, with the top U.S. and South Korean …