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Qualcomm Shares Slide as Memory Chip Shortage Hits Smartphone Market ...

Qualcomm's smartphone customers reduce build plans due to soaring DRAM prices, causing an 11% drop in Qualcomm's shares, especially impacting handset-makers in China.

Summary by The Register
: On the upside, House of the Snapdragon has started shipping its own AI silicon
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Qualcomm stock sinks 8% as company issues dire warning on memory shortage

The chipmaker is grappling with a memory shortage hitting the entire industry as the AI data center buildout snaps up supply.

·United States
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The world of technology is at a unique crossroads. On the one hand, artificial intelligence promises a future straight out of science fiction movies. On the other, it could make your next smartphone harder to obtain or simply more expensive. Qualcomm leaves no doubt: large AI data centers are literally "starving" the mobile market, consuming ever-increasing amounts of RAM. Priorities that are transforming the market. The problem isn't a lack of …

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Reuters broke the news in United Kingdom on Wednesday, February 4, 2026.
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