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Shipments of phones under 100 dollars fell about 60 percent in a single year, because the memory inside them now goes to AI data centers.
Sixty Percent Fewer Cheap Phones: How AI Data Centers Are Erasing the Hundred Dollar Smartphone, October 7, 2026
Shipments of smartphones under 100 dollars fell about 60 percent year over year in the second quarter as Samsung, SK Hynix and Micron steered memory supply toward AI data centers. Chris and Laura unpack why memory now makes up nearly two thirds of a budget phone's parts cost, why India, Southeast Asia and Africa are paying the steepest price, and what the AI boom means for the next 800 million people coming online.
Hosted by Chris and Laura.
The DX Today Podcast brings you daily deep dives into the most consequential stories in the AI ecosystem.
