NEWS & ANALYSIS

News & Analysis

Independent analysis. Deeper insights. A clearer view of the memory market — with the source and the date on every line.

FEATURED ANALYSIS

Huawei, Xiaomi and Honor raise prices as memory costs feed through

Memory costs are reaching the shelf: phone makers in China lift prices, with the HBM capacity shift cited as the driver.

Sep 29, 2026 · 2 min read · Supply Chain

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Sub-ten-day inventories and climbing contract prices, as reported — what the latest research note says, and what remains unverified.

Sep 29, 2026 · 2 min read