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Smartphone shipments shrink as datacenters eat memory
Claim
Global smartphone shipments are expected to shrink 2.1% in 2026 as AI data centers absorb the world's memory supply.
Reported metric: -2.1%
Reporting date: (not necessarily the event date)
Sources
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- Welcome to December 16, 2025 (theinnermostloop.substack.com)
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