MediaTek flags memory price pressure in weaker phone market

MediaTek Chairman Ming-Kai Tsai told shareholders that mobile-phone demand in 2026 has been weaker than expected, with sharp memory price increases cited as one factor. The company also said its share in connectivity chips has improved and that AI data center revenue began contributing in 2026. For RamTrend, the useful signal is the downstream effect of higher memory costs: a major mobile and connectivity chip vendor is discussing price hikes while pointing to memory inflation as part of the pressure on device demand. That reinforces the idea that memory pricing is now visible beyond module and component suppliers, especially in client and mobile hardware channels.