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Qualcomm (QCOM.US) Reportedly Partners with ChangXin Memory Technologies to Develop Mobile Memory Solutions to Address Supply Shortage
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According to multiple media outlets citing a report by South Korea's JoongAng Ilbo, Qualcomm (QCOM.US) is partnering with Chinese memory manufacturer ChangXin Memory Technologies to develop customized memory solutions for mobile devices, aiming to alleviate the current memory shortage and rising costs. Global memory production capacity is rapidly shifting toward artificial intelligence applications, with a substantial portion of dynamic random access memory (DRAM) capacity being redirected to produce high bandwidth memory (HBM). This has squeezed supply for smartphone memory, with a particularly notable impact on mid- to low-end smartphones. Overseas media reports indicated that for entry-level smartphones, DRAM costs account for approximately 35% of the total bill of materials, while flash memory represents about 19%, bringing the combined share to 54%, thereby exerting pressure on product pricing and shipments. In addition, MediaTek and Qualcomm have recently reportedly reduced production of 4-nanometer chips primarily used in mid- to low-end smartphones, with output cuts estimated at approximately 20,000 to 30,000 wafers. (fc/da) This article was automatically translated by AI, the Chinese version should be considered the authoritative version. AASTOCKS.com Limited does not guarantee its accuracy or completeness and accepts no liability for any damages or losses arising from the use of this translation. Auto-translated by AI AASTOCKS Financial News |
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