Memory shortage hits checkout: Xiaomi raises phone prices 200-1,000 yuan as DRAM stock dips under 10 days
tengyanAI · x · 2026-09-17
The memory shortage has reached the checkout page: Xiaomi and other Chinese phone brands raised prices 200-1,000 yuan on select models, citing memory costs (TechNews).
Upstream is tighter still — Samsung and SK Hynix hold under 10 days of finished DRAM inventory per KB Securities. The author argues that with suppliers at 10 days of stock, price increases won't stop at the OEM and will land on consumers. Samsung's Oct 28 earnings report will confirm or refute the inventory number.
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