603341.SS in “AI's Memory Tax”
Shanghai Longcheer Technology Co., Ltd.
Longcheer's contract manufacturing of smartphones and smart devices leaves it exposed to higher DRAM and NAND bills of materials with limited pricing power.
603341.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 — Longcheer's contract manufacturing of smartphones and smart devices leaves it exposed to higher DRAM and NAND bills of materials with limited pricing power.
Read the full AI's Memory Tax story