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Medium2026-10-20Short term · Leans positiveLonger term · Leans positive

DRAM Shortage Drives Chinese Phone Makers to Recycle Chips

Reports say tight DRAM supply has forced Chinese smartphone makers to recycle used chips and even launch budget models built entirely from recycled parts. This confirms the memory shortage on the demand side, supporting pricing and earnings expectations for SK Hynix and other original makers.

Impact assessments are model-generated from public coverage, for reference only and not investment advice.

Related coverage · 1 related reports

DRAM Shortage Drives Chinese Phone Makers to Recycle Chips · Hynix Board