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SMIC says contracts are down because no one can afford RAM
| https://imgur.com/a/o2g8xYK | 11/26/25 |
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Date: November 26th, 2025 12:41 AM Author: https://imgur.com/a/o2g8xYK "People don't dare place too many orders for the first quarter next year," said Zhao Haijun, SMIC's co-CEO, during an earnings call. "Because no one knows how many memory (chips) will actually be available - how many phones, cars, or other products it can support."
https://www.reuters.com/world/china/smic-says-worries-over-memory-shortage-prompt-customers-hold-back-q1-orders-2025-11-14/ |