高通与长鑫存储合作开发定制DRAM，应对AI时代内存短缺

The biggest constraint in the 2026 smartphone market may no longer be the processor. It may be memory. Qualcomm is reportedly exploring a partnership with Changxin Memory Technologies, or CXMT, to develop custom DRAM for smartphones, a move that reflects how sharply the mobile supply chain is being reshaped by the artificial intelligence boom. The reported collaboration comes as memory makers shift capacity toward higher-margin AI and server products, leaving handset vendors exposed to rising costs, tighter supply, and difficult design trade-offs. The idea behind the alliance is straightforward: if the global memory market is being pulled toward data centers, smartphone platforms need a more tailored answer. …