More expensive phones, PCs: How consumers are paying for the AI boom

The cost of memory as a percentage of the total cost of a low-end phone has surged from under 10% to over 40% now. Like ...
Seeking Alpha

Memory costs impacting smartphone SoC space: Counterpoint

Premiumization and in-house chip strategies favor Apple (AAPL), Samsung Electronics (SSNLF), and Google (GOOG) (GOOGL) as System on Chip, or SoC, market dynamics shift amid memory and storage becoming ...