On July 22, it was reported that OPPO and vivo have rejected Samsung Electronics' modest storage price hike for the third quarter of 2026, with downstream manufacturers such as smartphone makers showing significant resistance to the price increases for storage semiconductors. However, in the short term, the supply-demand imbalance for mobile storage semiconductors is unlikely to change, as DRAM capacity is being squeezed by server chip demand, while NAND flash memory production is also prone to reallocation toward AI applications.
