KawzInvests(@KawzInvests):RAMmageddon continues to show up in phone shipments. IDC says global smartphone shipments fell 22% in Q3, the worst decline on record. Growth isn’t expected to recover until 2028 at the earliest. IDC research director Nabila Popal says the smartphone market “has not yet reached the bottom.” “Memory costs have surged approximately 350% since last year and are still rising.” “The worst is yet to come.” $MU $SNDK $AAPL $QCOM

KawzInvests

@KawzInvests

Research-focused. Photonics. AI. Defense. Tech. Space. Optic Supercycle. NFA DYDD

加入 October 2021

616 正在关注 118.6K 粉丝

KawzInvests@KawzInvests

2026.10.19 12:53

RAMmageddon continues to show up in phone shipments. IDC says global smartphone shipments fell 22% in Q3, the worst decline on record. Growth isn’t expected to recover until 2028 at the earliest. IDC research director Nabila Popal says the smartphone market “has not yet reached the bottom.” “Memory costs have surged approximately 350% since last year and are still rising.” “The worst is yet to come.” $MU $SNDK $AAPL $QCOM

显示更多