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12.02.26 - 15:06
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Memory price surge of ′more than 600%′ squeezes China′s device makers (SCMP)
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A global memory supply shock is sweeping through the electronics industry, as surging component costs threaten to squeeze China's smartphone and broadband equipment manufacturers.
New data from TrendForce and Counterpoint Research point to mounting risks across the consumer electronics supply chain, with memory prices soaring amid a supply crunch driven by relentless demand from artificial intelligence data centres.
Prices for memory used in consumer devices – from PCs and entry-level......
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12.02.26 - 13:18
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China′s Lenovo warns of ′prolonged′ memory crunch, looks to AI for rebound (SCMP)
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Lenovo Group, the world's largest personal computer (PC) maker, warned of the “prolonged impact” of a global memory crunch after reporting a 21 per cent profit drop in the December quarter, while pinning hopes on a shift to artificial intelligence-powered devices to drive growth.
“This structural imbalance between supply and demand [for memory chips] is not simply a short-term fluctuation,” Yang Yuanqing, chairman and CEO, said on Thursday after the earnings release. “It is likely to have a......
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12.02.26 - 12:06
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Yuan rally puts fresh steam into Hong Kong′s dim sum bond revival (SCMP)
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Hong Kong's offshore yuan bond market is set for another strong year – as the yuan climbed to its strongest level in nearly three years – prompting bankers to forecast more deals in 2026.
The city's dim sum bond market, yuan-denominated notes issued outside mainland China, had evolved from a niche funding channel into a more mainstream financing option, as technology firms and global companies accessed a deeper pool of renminbi liquidity amid a firmer currency, bankers said.
They added that the......
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12.02.26 - 12:06
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Chinese premier tours rare earths production hub amid rising US tech rivalry (SCMP)
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China's premier has vowed the country will consolidate its advantages in traditional industries like rare earths while also striving to accelerate innovation in frontier technologies such as artificial intelligence, as Beijing prepares to unveil its latest five-year plan.
Premier Li Qiang made the call during a visit earlier this week to Ganzhou in the central Chinese province of Jiangxi – one of the world's largest production bases for heavy rare earth elements, a strategic resource essential......
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