小米总裁卢伟冰回应存储成本上涨：一部分要通过涨价消化，更重要的是优化产品结构

Core Viewpoint - The recent increase in memory chip prices is attributed to strong demand driven by AI, marking a shift from previous cycles that were primarily influenced by fluctuations in the smartphone industry [1] Group 1: Memory Chip Market Dynamics - The price low for memory chips was observed in 2023, with expectations that new production will not emerge until 2027, indicating a prolonged period of high demand and limited supply [1] - The current memory price increase is expected to be a longer cycle compared to past trends, primarily due to the robust demand for high-performance mixed signal chips (HPM) driven by AI [1] Group 2: Company's Strategy - The company aims to ensure supply continuity, stating that despite predictions of ongoing shortages, it will have no supply issues for the entire year of 2026 [1] - To address rising memory costs, the company plans to implement price increases, but acknowledges that this alone will not fully offset the cost increases, emphasizing the need for product structure improvements and optimizations [1]