China's memory makers post blockbuster gains as AI tightens supply and resets prices

Levi Li

, DIGITIMES Asia, Taipei

May 2, 2026, 07:35 0

Credit: EET China

China's memory sector is showing clear signs of recovery, with leading players including Shenzhen Longsys Electronics and Montage Technology reporting strong first-quarter gains, underpinned by a structural demand shift driven by artificial intelligence.

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