Memory Prices Reach the Flagship Phone
Unconfirmed leaks say ultra-tier projects are pausing as component costs climb into 2027.
On 6 November 2026, the tipster Digital Chat Station reported that Oppo’s Find X10 Ultra project is paused with its launch timing uncertain, following earlier reports that Xiaomi’s 18 Ultra iteration had also stalled; Oppo has not confirmed either claim. The component data behind the concern is firmer: TrendForce forecasts conventional DRAM contract prices rising 10% to 15% quarter on quarter in the fourth quarter of 2026, with NAND flash up 15% to 20%. The research house expects the tightness to run into 2027, tying it to AI infrastructure demand reallocating wafer capacity.
