The speaker believes that major smartphone companies will likely absorb the increased costs of memory components for the next year rather than raising prices.

“I think they're going to eat it for one more year. And if the memory prices are still insane next year because the main reason the memory and storage prices are so insane right now is because of the data center explosion and like OpenAI buying up all of the RAM. Uh so if that you know if that capaci”