AI servers squeeze memory supply; phone makers turn to recycled DRAM
11/10/2026 — 11/10, 11:21·1 sources (all)·1 reports (all)
Key takeaways
- TrendForce expects reballed recycled memory to account for 3–4% of the smartphone market this year, rising to 7–9% by 2027. Counterpoint att…
Background & analysis
By early November 2026, memory prices had risen enough to lift consumer-electronics prices, and vendors were hunting for ways out. One was installing salvaged memory modules. Counterpoint sees the squeeze as a side effect of memory makers reallocating capacity to HBM and server DRAM for AI servers, and says some Chinese phone makers responded by slashing output targets in Q2 and restoring them in late Q3, leaning on reballed memory. The reports reflect first-hand market data plus TrendForce and Counterpoint estimates; which supplier did what, and how large the effect will be, are presented as their analyses rather than as settled consensus.
AI-generated from 1 reports · updated 3 days ago
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TrendForce estimates that reworked memory will account for 3% to 4% of the smartphone market this year, rising to 7% to 9% by 2027. Counterpoint attributes the phone memory shortage to Samsung, SK Hynix and other suppliers shifting capacity to AI server HBM and server DRAM. Recycled 4GB LPDDR4X chips make up most of the supply and are mainly used in 4G phones priced below CNY 1,299.
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