1. Yangtze Memory Technologies Co., Ltd. (YMTC): The online rumor that "all 19 claims of its core 3D NAND patent have been ruled invalid" is seriously misleading.
2. Two major MLCC manufacturers raise prices: Samsung Electro-Mechanics raised prices by 30% starting in August, and Taiyo Yuden raised prices starting in September.
3. Samsung bets on a memory recovery, signing a long-term NAND supply agreement.
4. AI memory chip shortage drives Samsung's chip profits to surge more than 250 times.
5. Samsung Electronics expects chip supply shortages to worsen in 2027 and continue into 2028.
6. Samsung Electronics: 2nm projects will more than double by 2026 compared to 2025.
7. Samsung Electronics: Server-centric demand is expected to remain strong in the second half of 2026.
8. Qualcomm: In fiscal year 2026, unprecedented increases in memory prices and supply shortages have brought cyclical headwinds to the global smartphone industry.
9. China's first domestically produced OLED TDDI chip enters mass production.
10. Intel opened its Atom processor technology to startup Rosaic Labs.
