The reporter learned from many interviews that the spot price of memory chips has recently soared sharply. DDR4x particles have risen more than fourfold during the year. However, mobile phone and other terminal manufacturers that are manufacturing entities are currently at historically low inventory levels, generally below 4 weeks, and are facing a “passive inventory replenishment” situation under tight supply chains.

Zhitongcaijing · 2d ago
The reporter learned from many interviews that the spot price of memory chips has recently soared sharply. DDR4x particles have risen more than fourfold during the year. However, mobile phone and other terminal manufacturers that are manufacturing entities are currently at historically low inventory levels, generally below 4 weeks, and are facing a “passive inventory replenishment” situation under tight supply chains.