How hair-raising prices for memory chips could take China’s top makers to new heights
AI Summary
Memory chip prices have surged dramatically, nearly fivefold since September, in Shenzhen's Huaqiangbei electronics market due to high demand driven by global AI investments. Major memory manufacturers like Samsung, SK Hynix, and Micron are shifting production to higher-margin AI-related memory chips, causing a supply shortage and price increases for standard chips used in PCs and smartphones. This volatility has made pricing unstable, with quotes expiring within hours. The situation presents a significant opportunity for Chinese memory chip manufacturers, such as CXMT and YMTC, to increase their market share amid the global supply disruption. The price surge is impacting businesses and consumers reliant on these chips.
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