Nvidia chip shift to smartphone-style memory to double server-memory prices by end-2026 – Counterpoint

BEIJING, Nov 19 (Reuters) –

Nvidia’s move to use smartphone-style memory chips in its artificial intelligence servers could cause server-memory prices to double by late 2026, according to a report published on Wednesday by Counterpoint Research.

In the past two months, electronics supply chains around the world have been hit

by a shortage of legacy memory chips as manufacturers turned their focus to high-end memory chips suited to semiconductors designed for AI applications.

But Counterpoint, a technology-focused market research firm, said there is a new…