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EXCLUSIVE: China's AI chipmakers raise prices as high-bandwidth memory shortage

BACKGROUND
1 SIGNALFIRST DETECTED 10 September 2026
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How the story developed
Other feeds and industry voices
9 May
Sony, Nintendo grapple with memory price surge as AI boom constrains supply, leading to higher console prices and projected lower sales

<!-- SC_OFF --><div class="md"><p>Sony and Nintendo are both openly saying memory prices are exploding because AI datacenters are taking up supply, and now we are getting hit with

OPINION · WHAT · ArtificialInteligenceOPEN STORY
24 Jul
Insight: China’s memory chip makers ride AI boom to new power — and U.S. scrutiny reut.rs/3TdM4a4

Insight: China’s memory chip makers ride AI boom to new power — and U.S. scrutiny reut.rs/3TdM4a4

OPINION · WHERE · ReutersOPEN STORY
23 Jul
EXCLUSIVE: Intel, AMD sign long-term server CPU deals with Chinese clients as prices surge, sources say reut.rs/4fA8IRt

EXCLUSIVE: Intel, AMD sign long-term server CPU deals with Chinese clients as prices surge, sources say reut.rs/4fA8IRt

OPINION · WHAT · ReutersOPEN STORY
7 Jul
EXCLUSIVE: China's DeepSeek developing its own AI chip, sources say reut.rs/4vRKl8T

EXCLUSIVE: China's DeepSeek developing its own AI chip, sources say reut.rs/4vRKl8T

OPINION · WHERE · ReutersOPEN STORY
18 May
China's CXMT expects revenue to surge as memory chip demand soars reut.rs/4nCEh0r

China's CXMT expects revenue to surge as memory chip demand soars reut.rs/4nCEh0r

OPINION · WHERE · ReutersOPEN STORY
29 Apr
Exclusive: Big Chinese tech firms scramble to secure Huawei AI chips after DeepSeek V4 launch, sources say reut.rs/48tEZa4

Exclusive: Big Chinese tech firms scramble to secure Huawei AI chips after DeepSeek V4 launch, sources say reut.rs/48tEZa4

OPINION · WHAT · ReutersOPEN STORY
19 Jun
China tightens indium export checks as AI demand increases reut.rs/4aa1EsU

China tightens indium export checks as AI demand increases reut.rs/4aa1EsU

OPINION · WHERE · ReutersOPEN STORY
19 Aug
Samsung hikes chipmaking prices by up to 15% on demand spike, sources say reut.rs/4wwYJmh

Samsung hikes chipmaking prices by up to 15% on demand spike, sources say reut.rs/4wwYJmh

OPINION · WHAT · ReutersOPEN STORY
Sources
Reuters

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