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Report

Memory Cost Surge Drives Pricing Shifts and Competitive Dynamics

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April 14, 2026

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Category

Industry

Semiconductors

Service

Standard

Report Type

Report

Time Period

Other

Author

Shiwen Ma

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Shiwen is a research analyst specializing in the smartphone market, based in Shenzhen, China. Prior to joining Counterpoint Research, Shiwen served SDIC securities as a TMT euqity analyst.

Ivan Lam

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Ivan is a Senior Research Analyst at Counterpoint Research, based in Hong Kong. He has more than 15 years of experience, with a major focus on mobile and network devices. He has spent years in Southeast Asia markets working in business development, brand management, and channel management. In addition to his expertise in Southeast Asia, he is also well connected with the ODM and OEM sectors. Prior to joining Counterpoint Research, Ivan served at TCL Communication, KaiOS Technologies Inc., and Wiko Mobile, mainly leading business development, go-to-market strategy, and strategic planning. Ivan holds a Master's degree in Business Administration from the Hong Kong University of Science and Technology.