Nvidia shift to smartphone-style memory could double server-memory prices by end-2026


FILE PHOTO: An NVIDIA logo appears in this illustration taken August 25, 2025. REUTERS/Dado Ruvic/Illustration/File Photo

BEIJING (Reuters) -Nvidia's move to use smartphone-style memory chips in its artificial intelligence servers could cause server-memory prices to double by late 2026, according to a report published on Wednesday by Counterpoint Research.

In the past two months, electronics supply chains around the world have been hit by a shortage of legacy memory chips as manufacturers turned their focus to high-end memory chips suited to semiconductors designed for AI applications.

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