XIAOMI(HK:01810) Cai Jing Wang·2025-12-22 05:53Group 1 - The core point of the article is that Xiaomi's President Lu Weibing confirmed that the new flagship model, Xiaomi 17 Ultra, will see a price increase due to rising memory costs [1] - Lu Weibing expressed concerns about the impact of skyrocketing memory prices on the Xiaomi 17 Ultra, indicating that this has been a significant issue for him recently [1] - He noted that the demand for high-performance computing (HPC) has surpassed that of mobile phones, which were previously the main demand driver for memory [1] Group 2 - Lu Weibing mentioned that there has been no new memory production capacity added in recent years, with new capacity expected only by the end of 2027 [1] - He predicted that the years 2025 to 2027 will see continued increases in memory costs [1] - During the live stream, he highlighted the price increase of desktop memory modules from around 1,000 yuan to over 3,000 yuan, representing an increase of nearly three times [1]