Tighter memory chip supply from booming AI demand and higher logistics costs from the U.S.-Iran war are hitting budget-handset manufacturers such as Xiaomi and Transsion, forcing them to cut shipments or move upmarket
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Chinese smartphone-makers are struggling to navigate a sharp rise in production costs, as a tightening supply of memory chips and higher energy and logistics expenses linked to the U.S.-Iran war add pressure across the industry.
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