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Ars Technica AIPublished: Apr 25, 2026, 04:00 JST

Samsung faces first potential smartphone loss as AI chip demand drains memory production capacity

Samsung faces first potential smartphone loss as AI chip demand drains memory production capacity

Samsung executives warned internally that the company could post an operating loss on smartphone sales for the first time, because AI data centers are consuming so much memory chip production that smartphone component supplies have tightened and prices have fallen.

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