China's SMIC has recently said that memory shortages are affecting broader supply chains, and the CEO said many customers are looking to scale back chip orders. SMIC Claims That Ditching Chip Orders in Light of DRAM Shortages Isn't the Wise Move For Customers DRAM has become one of the most important commodities in the AI world, given its rapid integration across AI architectures and end products. We have been witnessing shortages for several quarters now, and, apart from their impact on the client segment, large-scale foundries like SMIC are also seeing the effects. Talking about quarterly earnings, SMIC's co-CEO, Zhao […]

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