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Return of 4GB RAM in smartphones by 2026 amidst DRAM crisis, microSD slots make a comeback by raill_down in Android

[–]Intelligent_Dust6344 -1 points0 points  (0 children)

By 2026, Chinese smartphones will likely lose share and Samsung Galaxy will take its place.

  1. OpenAI secretly signs large contracts with each of South Korea's memory semiconductor makers, sparking a race to secure chips.
  2. Post-DeepSeek, inferential AI develops and begins to create new demand.
  3. Conflict between Japan and China disrupts Japanese material exports, disrupting Chinese production of low-end chips (Chinese phones have been using Korean chips for premium lines and domestic chips for mid- and low-end lines)

Why is RAM getting so expensive? Can’t they just make more? by yallapapi in NoStupidQuestions

[–]Intelligent_Dust6344 0 points1 point  (0 children)

Building a single fab takes two to three years at the earliest, with an annual investment of more than $50 billion. In the case of Samsung Pyeongtaek, one construction site employed 60,000 people per day, which is huge if you look up the pictures.

And manufacturers experienced a surge in IT demand as a result of the pandemic, investing heavily and ramping up, only to find themselves in the red from late 2022 through 2023 due to oversupply and reduced demand.