China’s memory leaders hoard chips as US trade war bites

As the US-China trade war intensifies, Chinese memory module manufacturers are ramping up procurement efforts to secure inventory for at least two to three quarters. Industry insiders reveal that fears of supply chain disruptions, exacerbated by escalating tariff barriers, have prompted these firms to accelerate stockpiling. This unexpected surge in demand has bolstered upstream suppliers and supply chain operations, enabling some companies to meet sales targets ahead of schedule.

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