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Multiple Handset Makers Pause Memory Chip Procurement This Quarter, Some Inventory Below 3 Weeks: Report
2025-11-17 15:23:07 Spurred by the wave of AI large models, the demand for memory chips from data centers spikes, Jiemian.com reported, citing sources. With the skyrocketing prices of upstream memory chips, multiple smartphone manufacturers temporarily halt their memory chip procurement for this quarter. Manufacturers such as XIAOMI-W (01810.HK), OPPO, and vivo broadly mark inventories below two months, with some manufacturers' DRAM inventories less than three weeks, sources divulged. They are hesitating whether to accept the nearly 50% price upsurge quoted by original manufacturers (Micron, Samsung, and SK Hynix). ~ AASTOCKS Financial News Website: www.aastocks.com | |