DRAM shortages are already causing (not projectioning to cause) visible demand destruction in many categories.

Smartphone shipments are down 11% YoY Q2 2026. Full year projected drop of 14%.

Consumer PCs are down around 5%. Only the trend bucked originally by the new Mac neo by Apple.

There was news that the price hikes killed Steamdeck sales 82%! [0].

The Apple product price hikes from a month ago were more brutal than I could have imagined. Especially on stuff like the iPads with like 30% hikes. I can picture that it would have caused some serious demand destruction even given the Apple ecosystem lock in amoung cost conscious buyers.

[0] https://www.techradar.com/gaming/steam-deck/new-estimate-sug...

Interesting. I know corsair already uses CXMT chips in their memory products. It would be hard to believe the govt would tell Apple no in light of this.