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SMIC CEO Zhao Haijun says the industry is "a bit panicked" about memory shortages, and new supply may arrive in nine months; memory prices are up 80%+ in 2026 (Sherry Qin/Wall Street Journal)

Techmeme [Unofficial] February 11, 2026
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Sherry Qin / Wall Street Journal: SMIC CEO Zhao Haijun says the industry is“a bit panicked” about memory shortages, and new supply may arrive in nine months; memory prices are up 80%+ in 2026  —  More supply could come to market in nine months, executive says  —  The chief executive of China's largest contract chip maker …

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