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SMIC: Robust AI-Driven Memory Demand Tightens Supply for Mobile Phones and Other Low-to-Mid-End Sectors
1 day ago /
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Author：小编
During an earnings briefing, executives from SMIC highlighted that the current surge in artificial intelligence-fueled demand for memory chips has constrained the availability of these components for low-to-mid-end application domains, notably mobile phones. This has resulted in a supply shortage and placed pricing pressures on terminal manufacturers within these markets. Even if manufacturers manage to offset escalating costs through price hikes, it is anticipated to prompt a downturn in demand for their end products. In light of these dynamics, wafer foundries have observed a decrease in low-to-mid-end orders, whereas orders associated with AI, memory, and mid-to-high-end applications have witnessed an uptick.
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