Zhao Haijun reported that strong demand for AI memory is driving up chip prices and putting pressure on mobile phone customers. This is attributed to intensified AI workloads, which have increased the need for advanced DRAM and NAND memory optimized for data centers and servers. As a result, memory producers are prioritizing enterprise AI requirements, leading to increased costs and tighter margins for smartphone manufacturers who are caught in the competition for these critical components.
Strong AI memory demand drives up chip prices, strains mobile phone manufacturers, says YMTC’s Zhao Haijun
