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
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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