Sou Hu Cai Jing·2026-01-28 01:55Group 1 - The CEO of Synopsys, Sassine Ghazi, indicated that the price increase and shortage of memory chips are likely to persist until 2027, driven by the demand from AI infrastructure [2] - The surge in demand for memory chips is attributed to the ongoing investment of billions of dollars into data center infrastructure, leading to unprecedented price increases in semiconductors, which are expected to continue this year [2] - Major memory chip manufacturers like Samsung, SK Hynix, and Micron are working to expand production, but it will take at least two years to achieve increased output, contributing to the ongoing supply constraints [2] Group 2 - The rising prices of memory chips may force consumer electronics companies to consider raising prices for end products, with Xiaomi predicting an increase in smartphone prices by 2026 [3] - Lenovo's CFO, Winston Cheng, expressed confidence that the company can pass on the rising costs due to strong demand for memory chips, supported by a diversified global supply chain [3] - Cheng noted that the consumer electronics sector is experiencing some impact on price demand, particularly affecting low-end products, while users are still upgrading to Windows 11 [3]