November 20262

Memory Prices Are Squeezing China's Small Phone Brands OutHOT

AI server demand is pulling DRAM and HBM capacity away from phones, driving up memory costs. For China's minor handset makers, already thin on profit, the squeeze may be fatal — Meizu has already paused its own hardware.

💻 TechnologyNov 8, 2026·3 min read#Hbm#Supply Chain

A Headlight Maker's 40% Profit Drop Shows How Carmaker Price Cuts Travel

Xingyu, China's largest car-lamp supplier, said third-quarter profit fell 39.6% and revenue 8.67% as pressure from the passenger-car market moved down the supply chain. The firm also cut 107 graduate hires, a sign that cost discipline now reaches into components.

🚗 AutosNov 3, 2026·3 min read#Manufacturing#Electric Vehicles

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