1. South Korean DRAM export prices surged 401% year-on-year in August.
2. Reports indicate the US is pressuring South Korea to invest heavily in memory chip factories in the US.
3. Apple: The M5 Ultra features up to 512GB of unified memory.
4. Analysts predict a 4.7% year-on-year decline in tablet display shipments due to memory shortages.
5. Gartner: The memory market will reach $837.3 billion in 2026.
6. TrendForce predicts memory will consume over two-thirds of major CSP capital expenditures in 2027.
7. Limited demand has led to frequent market competition; prices for some eMMC and LPDDR4X products saw slight reductions this week.
8. Jiangbolong adjusted its fundraising amount, allocating 3.668 billion yuan to further invest in AI memory.
9. TrendForce: Memory contract prices continue to soar, and it is estimated that memory will account for 68% of major CSP capital expenditures in 2027. 10. Amazon has significantly raised prices on many hardware devices in the US, with some products seeing increases of up to 60%.
