Xiaomi President Lu Weibing told analysts on November 18 that the company has secured full-year memory supply for 2026, but warned that shortages could push smartphone prices higher, with product costs reflecting the rise in components, according to ijiwei. Meanwhile, Maeil Business Newspaper report...

The next-generation memory race is intensifying, and Samsung is stepping up its push to regain the lead in the DRAM market. According to ETNews, citing sources, the company aims to expand its 1c DRAM production capacity to 200,000 wafers per month by the end of 2026. In specific, the report adds ...

Amid a reported DRAM shortage and price hikes for DDR4 and DDR5, China’s smartphone market is feeling the squeeze. According to 36Kr, one major domestic brand recently had 30–40% of its requested memory volumes slashed after submitting its demand forecast. So how is this playing out across China...

As the global AI data-center race drains memory supply, major chipmakers are moving fast — and the shockwaves are spreading. Notably, Reuters reported last Friday that Samsung has quietly raised prices on select memory chips by as much as 60% from September. But the scope of this memory supercycle...

China's foundry giant SMIC reported robust Q3 results with profits surging 29% year-on-year, but surprised markets by revealing an unexpected ripple effect: tight memory chip supplies are making smartphone clients increasingly cautious with orders, according to chinastarmarket.cn. Notably, SMIC�...