600745.SS in “AI's Memory Tax”
Wingtech Technology Co.,Ltd
Wingtech’s low-margin smartphone, notebook and consumer-electronics manufacturing operations face margin pressure when DRAM and storage costs rise faster than contract pricing can be adjusted.
600745.SS impact map — “AI's Memory Tax”
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May 21, 2026 – Aug 21, 2026 · 66 sessions
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Full story
AI's Memory Tax
AI compute is only as useful as the high-bandwidth memory feeding it.
BEAR side — Wingtech’s low-margin smartphone, notebook and consumer-electronics manufacturing operations face margin pressure when DRAM and storage costs rise faster than contract pricing can be adjusted.
Read the full AI's Memory Tax story