Rising memory chip costs are making Chinese smartphone brands more expensive, shifting relative value toward Samsung and Apple. The article frames this as an incremental demand/value-supporting tailwind for Samsung and Apple rather than a broad macro shock.
Rising memory chip costs are making Chinese smartphone brands more expensive, shifting relative value toward Samsung and Apple. The article frames this as an incremental demand/value-supporting tailwind for Samsung and Apple rather than a broad macro shock.
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mildly positive
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0.15
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