Memory has been running high, and the big storage companies are starting to get scared! Big shot bluntly: Others will not be able to live

Fast Technology November 9 news, storage company Huabang Electronics chairman Jiao Youjun bluntly said that the memory price has reached the limit, the current electronics industry "baiye depression, a unique", only the AI industry on the price increase in full receipt, continue to rise will hurt ordinary consumers and suppress mobile phone and PC demand.

The gross profit margin of memory factories has reached 70% or even 80%. The market is concerned about whether it can continue to increase. Jiao Youjun clearly responded "I don't think" and stressed that there is a limit to everything. The ultimate limit is that consumers have no money.

In 2026, sales of mobile phones and PCs both declined significantly compared with previous years. If the price of memory continues to rise, consumers will choose to use old machines for an additional year, and terminal demand will be further pressured, and the general public will still be injured. He lamented that this meal could not be eaten by a family, and the person who made AI could not eat all the meals.

In the face of the industry's active factory building and capital expenditure boom, Jiao Youjun threw out the opposite view: the most afraid that the next recession will come too late, the sooner the recession arrives, the more clearly the industry can grasp how much production capacity should be built; the good boom lasts too long, the industry is difficult to judge the timing of the shutdown and has been building the factory, and when the boom reverses, it will face serious overcapacity.

Jiao Youjun predicted two years ago that the current upward cycle will last for two years. If the calculation is started in July 2025, the upward period is expected to end in June 2027. If it is hard to end until 2028 or even 2029, and then fall into a four-year correction period, it will be more painful for the industry.

Source: MyDrivers (Fast Technology). Content is presented with source attribution. Read the original report.