DRAM Surges 50%, NAND 90% in Q1 - Smartphone Makers Face Cost Pressure Reality

Mobile memory prices surge over 50% for DRAM and 90% for NAND in Q1 2026, creating severe cost pressures for smartphone manufacturers while boosting semiconductor companies' profitability, with entry-level phones seeing BoM costs jump 25% and memory accounting for 43% of total component costs.