NuAxiSemiconductor trade intelligence
Chipmakers pivot to new growth areas as memory shortages weigh on smartphones
What happened
Major Chinese smartphone brands project procurement volume declines of 15-20% this year due to severe memory supply constraints, creating revenue pressure for chip suppliers. The article indicates smartphone makers are pivoting to new growth areas as memory shortages weigh on the sector. 利空: Weak smartphone demand signals potential oversupply and price pressure for memory components.
Impact and signal
Medium impactImpact score: 45/100
Affected components and suppliers
DRAMNAND Flash
demand-weaknessinventory
Source and time
Source: DigiTimes Asia · 2/28/2026 · View original source
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