Friday, February 13, 2026 at 3:00 AM
The article discusses how rising memory prices are impacting the production and pricing of consumer electronics, particularly affecting low-end products and leading to adjustments in chip orders by manufacturers.
More supply could come to market in nine months, the chief executive of China’s largest contract chip maker said.
Memory chips used to be considered low-margin commodity products. Now the industry can’t make enough to satisfy data centers’ hunger.
Investors have punished big-spending tech giants and software companies while betting on memory chips.
The company posted a second-quarter profit of $3.18 billion, up from $2.43 billion a year earlier.