Hardware1 hSeptember 30, 2026, 07:41

Memory shortage pushes TV chip costs above display panels

A global memory shortage driven by rising AI infrastructure spending has upended TV manufacturing economics, with semiconductor costs now exceeding display panel costs in some models.

Digitimes

Open source

Memory shortage pushes TV chip costs above display panels

Memory shortage is tied to rising AI infrastructure spending
Chip costs now top display panels in some TV models
TV manufacturing economics have shifted significantly

AI-induced memory shortage is changing how devices are built, Fairphone says memory now 60% of materials cost

Hardware

ByteDance's China AI chip push hits substrate shortage

Hardware

Australian RAM and SSD prices surge as memory shortage tightens supply

Hardware

Memory shortage pushes TV chip costs above display panels

AI-induced memory shortage is changing how devices are built, Fairphone says memory now 60% of materials cost

ByteDance's China AI chip push hits substrate shortage

Australian RAM and SSD prices surge as memory shortage tightens supply

Smaller Companies Like Jolla Brace for Long Memory Shortage