delivery lead times for DRAM and NAND have stretched dramatically, with LPDDR5X now taking 26–39 weeks, meaning orders placed today might not arrive until mid-2026.
DRAM giants continue to hike prices amid a memory Supercycle
Commercial Times warns that MediaTek’s smartphone chip margins could come under pressure as early as 4Q25, driven by rising memory and foundry costs. As chip production shifts to 2nm nodes in 2026, performance will improve, but wafer costs are also expected to rise significantly, the report adds.
Commercial Times further notes that standard smartphones now typically ship with 12GB memory, and high-end configurations are increasing. To offset costs, SoC vendors have already raised average selling prices (ASPs) to offset higher costs, suggesting smartphone prices could climb further, as highlighted by the report.
Interestingly, EE Times China notes that when the Redmi K90 launched on October 23, prices jumped CNY 300–600 from the previous generation, with a CNY 600 gap between models sharing the same RAM but different storage—sparking user debate.
According to EE Times China, the 12GB+256GB standard edition was priced at CNY 2,599, while the 12GB+512GB version went for CNY 3,199—a CNY 600 difference for only an extra 256GB of storage
[News] Memory Price Surge Ripples Through China’s Smartphone Supply Chain, Hits MediaTek and Xiaomi
PS
Mega-Core n Mega-Channel n Mega-Lane bit bonanza JUST started.
ASML
Village |
