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In Depth: Memory Shortage Creates Space for China’s Lesser-Known Chipmakers

By Gu Zhaowei and Kelsey Cheng
2025年12月23日 12:27
Chinese companies spot an opportunity as AI data centers lock up capacity of the world’s top producers like Samsung, leaving smaller buyers struggling to secure a supply of the all-important chips

In late October, Xiaomi Corp. founder Lei Jun took to social media to complain about how far memory chip prices had risen, drawing attention to a problem that has heaped cost pressure on manufacturers across China’s consumer-electronics industry.

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