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China storage module maker Techwinsemi gains from AI-driven NAND cycle, expands smartphone ties

Siu Han, Taipei Apr 5, 2026, 18:59 0

Credit: DIGITIMES

AI data center demand is tightening memory supply while NAND makers phase out low-capacity legacy nodes. Shenzhen Techwinsemi Technology said rising NAND prices are squeezing margins for devices priced near CNY1,000, even as supply shifts create new...

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