NuAxiSemiconductor trade intelligence
[News] MediaTek, Qualcomm Reportedly Cut 4nm Wafer Starts, Down ~15% YoY Amid Rising Memory Costs
What happened
MediaTek and Qualcomm have reportedly cut 4nm wafer starts by approximately 15% YoY due to cooling smartphone demand and surging memory costs. Memory prices in Q1 were four times higher YoY, raising smartphone BOM costs and compressing chip procurement budgets. 利空: This signals weakening end-demand and potential oversupply pressure for advanced node SoCs as OEMs reduce orders.
Impact and signal
Medium impactImpact score: 65/100
Affected components and suppliers
wafer-start-cutdemand-weaknessmemory-price-hike
Source and time
Source: TrendForce · 4/1/2026 · View original source
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