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Memory-Chip Crunch Hits Smartphone Demand Across China

Memory-Chip Crunch Hits Smartphone Demand Across China Prices for electronic devices reliant on advanced memory chips, from smartphones to gaming consoles, have risen as the AI data-center buildout tightens supply and drives component costs higher. The resulting memory-chip crunch is now weighing on consumer demand, with Goldman’s latest note showing that the pressure is increasingly visible in China’s handheld-device market. Goldman analyst Allen Chang, who focuses on everything from smartphones to semiconductors, AI, EVs, and robotaxis, cited new data on Friday showing that China’s smartphone shipments fell 17% from a...
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