深慢Shimmer 深慢Shimmer <p><strong><a href="https://davidoks.blog/p/ai-is-killing-the-cheap-smartphone">The memory shortage is causing a repricing of consumer electronics</a></strong></p> David Oks provides the clearest explanation I've seen yet of why consumer products that use memory are likely to get significantly more expensive over the next few years.</p> <p>The short version is that memory manufacturers - of which there are just three remaining large companies - have a fixed capacity in terms of how many wafers t
The content provides a high-value structural analysis of the semiconductor supply chain, explaining how AI infrastructure growth directly impacts low-end consumer markets through wafer allocation trade-offs.