Chinese memory giants to gain market share via lower prices, expanded capacity: analysts
As the global memory industry rides an unprecedented “super cycle” fuelled by AI demand, China’s leading memory chipmakers are leveraging lower pricing and expanding production to capture a bigger market share, according to analysts. “Chinese manufacturers often enjoy a price advantage of more than 15 per cent for products of the same specifications, which is highly attractive to the price-sensitive general-purpose server and consumer markets,” said Arisa Liu, chief director and research fellow...المصدر: South China Morning Post | Source: South China Morning Post
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