Sources: CXMT expelled Huawei-linked SiCarrier staff from its R&D zone amid a pricing dispute, as Chinese memory makers flex their newfound clout to hike prices
THE SO WHAT
Chinese memory makers using newfound pricing power — to the point of expelling Huawei-linked staff over disputes — signals that DRAM and NAND are no longer buyer’s markets in the AI boom. If your AI infra bill assumes flat or falling memory prices, revisit those models and consider multi-region, multi-vendor hedging now.
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