AI memory crunch is splitting premium and mass-market device makers

The source report links AI-driven memory demand to higher costs for smartphones and PCs. The result is a sharper divide between premium brands, which can defend pricing through richer products, and manufacturers that rely on lower-cost devices where component inflation is harder to pass through. For RamTrend, this is one of the clearest consumer-side signals in the current memory cycle. The shortage is not only affecting server buyers; it is also changing product strategy in PCs and handsets. Higher RAM and storage costs can reduce demand at the low end while preserving or even strengthening the premium mix, leaving component makers with a less uniform but still price-supportive demand picture.