[SMM Tin Flash: U.S. Media: Alibaba, Tencent, and ByteDance Turn to Domestic Suppliers to Cope with the Global Memory Chip Shortage]

Published: Mar 6, 2026 09:00

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According to The Information, citing people familiar with the matter, Alibaba, ByteDance, and Tencent have turned to domestic chipmakers to ease pressure from the worsening global memory chip shortage. The companies are reportedly in talks to purchase more commodity memory chips (i.e., DRAM) and NAND flash memory from two Chinese firms. The report said that in recent months, Alibaba, ByteDance, and Tencent have sought additional chip supplies from Samsung Electronics and SK Hynix.

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