Overview
- Xiaomi president Lu Weibing said consumers should expect sizeable retail price increases next year, adding that price hikes will not fully absorb elevated memory costs.
- Xiaomi disclosed it has signed a dedicated contract to ensure adequate memory chip supply for 2026, reflecting a strategy to navigate prolonged cost pressure.
- Analysts at Counterpoint say DRAM prices are set to keep climbing into 2026 and project server‑memory costs could double by late 2026 as supply shifts to AI workloads.
- Nvidia’s move from DDR5 to LPDDR in AI platforms is expected to strain smartphone‑class memory supply, increasing competition for LPDDR4/LPDDR5X and lifting device bills of materials.
- Suppliers have prioritized HBM and high‑end server DRAM and trimmed output of legacy parts, and companies such as Lenovo are locking long‑term memory deals as prices rise.