The AI memory shortage has hit the smartphone market, with a 13-yr low in shipments

A shortage of AI memory chips has driven global smartphone shipments to a 13-year low, according to Yahoo Finance Technology Editor Dan Howley. The supply crunch, tied to surging demand for AI infrastructure, is now cascading into consumer electronics markets.

The AI memory shortage has hit the smartphone market, with a 13-yr low in shipments Yahoo Finance Video Tue, July 14, 2026 at 10:47 p.m. GMT+2 Yahoo Finance Technology Editor Dan Howley explains how the shortage in AI memory is impacting smartphone shipment numbers. Terms and Privacy Policy EU DSA Contact Privacy & Cookie Settings