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AI-induced Memory shortage is changing how devices are built, Fairphone says memory now 60% of materials cost — smaller laptop and phone makers are redesigning products and have to test for fake chips

ID
25018
Status
summarized
Published
16 Sep 2026, 8:15 PM
Fetched
16 Sep 2026, 8:26 PM
Provider
Tom's Hardware
Category
technology
Original URL
https://www.tomshardware.com/pc-components/ram/ai-induced-memory-shortage-is-changing-how-devices-are-built-fairphone-says-memory-now-60-percent-of-materials-cost-smaller-laptop-and-phone-makers-are-redesigning-products-and-have-to-test-for-fake-chips
Source URL
https://www.tomshardware.com/feeds/all

Summary

Score
5.5
Created
16 Sep 2026, 9:33 PM
Tags
Audience
developerssaas_startup_founders

What happened

AI-driven demand for memory is squeezing smaller device manufacturers, with Fairphone reporting memory now accounts for 60% of materials cost. Smaller laptop and phone makers are redesigning products and testing for counterfeit chips as supply pressures mount.

Why it matters

If you're budgeting hardware for a team, a lab, or an edge-deployment project, expect memory to remain the dominant cost driver and lead times to stay long. Smaller builders should factor in chip-authentication testing and consider whether current device designs need redesign to accommodate alternative memory configurations.

Discussion angle

How does memory cost inflation affect local builders running on-device AI or edge inference — is it pushing workloads back to the cloud, or is there a viable path to optimize models for less RAM?

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