1. Intel CEO: Memory shortage may not ease until 2028. 2. Institution: Stagnant replacement demand coupled with soaring storage prices leads to Japan's PC shipments contracting for the first time in three years. 3. Nvidia's new products drive deman

2026-03-05

1. Intel CEO: Memory shortage may not ease until 2028. 2. Institution: Stagnant replacement demand coupled with soaring storage prices leads to Japan's PC shipments contracting for the first time in three years. 3. Nvidia's new products drive demand for high-end memory; Samsung and SK Hynix begin market share battle. 4. Lenovo issues price increase notice; some computers see price increases exceeding 1,000 yuan. 5. Bernstein: Storage chip price increases may slow around the end of the year. 6. Xiaomi establishes annual chip upgrade plan; hardware and software integration strategy accelerates. 7. Beijing Quantum Institute's quantum interface device and system team makes significant progress in multimode quantum acoustic device research. 8. Datadome: Scalpers exacerbate global DDR5 memory shortage; robots initiate over 50,000 requests per hour. 9. Montage Technology: Core technical staff member Shan Gang passed away due to illness; will not have a significant impact on R&D and operations. 10. Asian semiconductor giants' spending this year is expected to reach $136 billion, a 25% year-on-year increase.