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Xiaomi Just Exposed the Other Side of the Memory Trade 👀
Xiaomi’s Q2 numbers put consumer demand back in focus: smartphone shipments fell 26.3% YoY to 31.2M, while ASP jumped 25.9% to RMB1,351.
That matters for $MU, $SNDK and $WDC.
The memory bull case still depends on AI/data-center demand overpowering weaker handset demand. Rising memory costs can support pricing, but falling device volumes expose the demand risk.
Now watch the split:
$MU/$SNDK stabilize → supply squeeze still dominates.
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