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SMIC warns of 2026 memory squeeze: AI demand surges, customers turn cautious

Jerry Yang, Taipei; Levi Li, DIGITIMES Asia Friday 14 November 2025 0

Credit: AFP

SMIC warns that an emerging memory shortage could disrupt production of cars, smartphones, and consumer electronics as early as 2026. Co-CEO Zhao Haijun said Chinese manufacturers have become more cautious about first-quarter 2026 orders because they...

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