That’s according to Nothing CEO Carl Pei, who, in a big post on X, also said that:
Memory is fast becoming one of the most expensive smartphone components and potentially the single largest cost driver in the bill of materials by year-end, with estimates suggesting that memory modules which cost less than $20 a year ago could exceed $100 by year-end for top-tier models.
Here’s yet another manufacturing pressure we have the AI chip boom to thank for: glass cloth. It’s a key component in the chip substrates for printed circuit boards, and the industry is mostly reliant on a single manufacturer in Japan, which can no longer keep up with demand.
That’s me on The Vergecast, debating the finer points of our CES 2026 Best in Show: the Lego Smart Brick. Why is it smart, and is it an affront to the imagination? Spoiler: my wife isn’t convinced! And did David make the pew-pew sounds when he was a kid? Tune in.
What’s more powerful than an AMD Strix Halo handheld? One with liquid cooling! OneXPlayer brought the Apex handheld and the Super X tablet to CES, both of which attach to this external liquid cooler. (They’re still technically portable once you disconnect.) Nelly has the best look and some benchmarks; I only had time to snap these photos.
