小米卢伟冰:已签2026年内存供应协议,可能通过涨价应对成本上升

Core Insights - The rising storage costs are attributed to a long-term trend driven by the surge in HBM demand due to AI, rather than traditional cyclical fluctuations in the smartphone and laptop industries [1] Group 1: Company Strategy - Xiaomi has proactively secured supply agreements with partners for the entire year of 2026 to ensure uninterrupted supply amidst rising costs [1] - The company may consider price increases and product structure upgrades as strategies to mitigate cost pressures in the future [1]