November 28th, according to Bloomberg, a number of technology companies such as Dale and Hewlett-Packard warned that with AI Rapid expansion of infrastructure, global memorychipSupply is likely to be strained in the coming year。
BEFORE THAT, MI HAD ISSUED AN EARLY WARNING OF PRICE INCREASES, AND THE CFO HAD ALSO REVEALED THAT THE COMPANY HAD STARTED PRE-POSITIONING MEMORY CHIPS IN RESPONSE TO POTENTIAL COST INCREASES。
The research institute Counterpoint Research predicts that the memory model price will increase by 50% by the second quarter of next year. Industry has indicated that the explosive growth of artificial intelligence applications is pushing up the demand for high-performance memory and that both data centres and end-user manufacturers are increasing their procurement efforts. This trend is likely to further exacerbate supply and demand imbalances, leading to continued price hikes in the market。
THE ANALYSIS SUGGESTS THAT IF THE SUPPLY OF MEMORY CHIPS CONTINUES TO BE STRAINED, THE GLOBAL PC, SMARTPHONE AND SERVER INDUSTRY CHAIN WILL FACE COST PRESSURESVendors may be forced to transfer part of the price increase to consumersI don't know. Business coping strategies vary, including early targeting of supplies, increased stocks and closer cooperation with upstream manufacturers。