1. Omdia: Global PC shipments are projected to decline by 12% in 2026, with tight memory and storage supply being the main pressure.
2. Procurement prices nearly double: Reports indicate Apple is spending heavily to purchase 12GB of memory from Samsung for its first foldable phone, the iPhone Fold.
3. AMD seeks to partner with Samsung Electronics to secure HBM supply.
4. Analysts: Rising memory chip prices may lead to better-than-expected Q1 results for Samsung Electronics.
5. NIO's Li Bin: Rising raw material prices, such as memory, could impact high-end models by nearly 10,000 yuan; the company currently has no plans to adjust prices.
6. Meta plans to deploy its fourth-generation self-developed AI chip by the end of 2027 to meet computing power demands and reduce external dependence.
7. Thermalright launches the MC-2 ARGB and MC-3 Digital BLACK memory coolers.
8. ASUS Co-CEO Xu Xianyue: Memory shortages are expected to last for two years; the company is negotiating a 3-5 year long-term agreement. 9. Seagate Chief Commercial Officer Jung Man-sung: Rising storage prices may become the "new normal."
10. Two major memory chip manufacturers, SK Hynix and Micron, become founding partners of Applied Materials' Silicon Valley EPIC Center.
