Chinese Smartphone Makers Cut 2026 Shipments as DRAM Shifts to AI Servers
pstAsiatech · x · 2026-07-04
Chinese smartphone brands Xiaomi, OPPO, and vivo have reportedly revised down their 2026 shipment targets. Meanwhile, low-power DRAM (LPDDR) chips, traditionally used in mobile devices, are increasingly driven by AI server demand. This reflects a supply chain pivot from mobile to AI computing, where AI server demand is reshaping the memory chip industry landscape.
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