Le Xuan Chiew
Tracked across 1 events · 37 articles · First seen Jul 13, 2026 · Last active Aug 21, 2026
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In Q2 2026, global smartphone shipments fell sharply due to a severe memory chip shortage, with DRAM and NAND prices soaring as suppliers prioritized AI data center demand. Counterpoint Research reported an 11% year-on-year decline,…
Impact: Le Xuan Chiew, Research Manager at Omdia, commented on the structural repricing of the industry, emphasizing pricing as a competitive differentiator.
Jul 13, 2026 · 37 articles
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