Smartphone chip giant MediaTek has cut 4nm wafer starts at TSMC as surging memory chip prices have slashed demand for low-to-mid end smartphones and even called into question premium phone demand, media report, adding DRAM and NAND now account for a huge 43% of a handset’s build-of-materials (BOM). MediaTek’s wafer starts are down 15% compared to last year, the report says. $Qualcomm(QCOM.US) #Mediatek $Taiwan Semiconductor(TSM.US) $Apple(AAPL.US) $Alphabet(GOOGL.US) #semiconductors #semiconductor

Source: Dan Nystedt