Memory chip prices could pressure smartphone shipments in 2026: RPT
Counterpoint Research expects smartphone shipments to fall by 2.1% in 2026 over rising memory chip costs as more companies invest billions into AI infrastructure buildouts. Counterpoint Research senior research analyst Yang Wang and Bloomberg Intelligence analyst Mandeep Singh come on Morning Brief to expand on these global tech trends. To watch more expert insights and analysis on the latest market action, check out more Morning Brief.