WPG says memory price hikes are weighing on PCs and phones

DigiTimes reports that WPG Holdings sees tighter memory availability and higher prices as a drag on downstream device demand. The distributor now expects smartphone and PC production to move from flat growth toward contraction in 2026. For RamTrend, this is a clear demand-side warning: memory pricing strength may help suppliers, but it can also suppress unit momentum in price-sensitive end markets. The report points to AI demand continuing to pull supply away from traditional client devices.