Memory price surge of ‘more than 600%’ squeezes China’s device makers

SCMP · 2026-02-12
Memory price surge of ‘more than 600%’ squeezes China’s device makers

A global memory supply shock is sweeping through the electronics industry, as surging component costs threaten to squeeze China’s smartphone and broadband equipment manufacturers. New data from TrendForce and Counterpoint Research point to mounting risks across the consumer electronics supply chain,