.@dylan522p forecasts that iPhones could get $250 more expensive for consumers. Smartphone sales could drop from 1.1 billion a year to 500-600 million over the next couple of years, with the low end getting crushed hardest. Around a third of big tech's $600 billion in CapEx this year is going to memory alone. And as AI labs lock up more and more of the world's memory production on long-term contracts at higher margins, there's simply less left for everyone else. The effects are even more…