《War Breaks Out: 2026 AI Memory Race》，a deep dive into how memory—especially HBM and DRAM—has become the most critical bottleneck resource in the AI era, and how this battle will impact prices from GPUs to iPhones. $IRYS

Key points include:

1. Severity of memory shortage: Memory accounts for 80% of GPU costs, and the aggressive purchasing by AI giants is causing global DRAM supply tightness.

2. Impact on consumers: Prediction that prices of next-generation iPhones and other electronics could rise by up to 40%.

3. Competition among three major players: Samsung, Micron, and SK Hynix's strategic moves in the memory market.

4. Major players' defensive actions: OpenAI securing long-term capacity, Nvidia exploring SRAM and other alternatives.