1. Nvidia GPU rental prices mostly increased.
2. HGTECH: HGTECH's 100G SFP112 optical module will be showcased at CIOE 2026.
3. Samsung Electronics collaborates with Arm to develop next-generation edge AI chips.
4. Institution: Global DRAM market revenue is expected to increase by 385% year-on-year in Q2 2026.
5. SK Hynix accelerates its 1c DRAM transformation, leading the HBM4E competition in South Korea.
6. Phison: NAND Flash supply will remain tight next year; AI-driven semiconductor demand is just beginning.
7. Rising memory prices push up smartphone costs; the average price of smartphones sold globally is expected to increase by about 15% in 2026.
8. Institution: Improved CPU supply; global notebook shipments are expected to see a narrowing of the year-on-year decline to 9.4% in 2026.
9. Kioxia plans to promote NAND flash memory to replace some DRAM.
10. Bank of Korea: South Korea's memory chip production capacity advantage is expected to further expand.
11. Seven departments: Strengthen R&D of key supporting technologies such as in-memory computing, high-performance storage, data compression, distributed training frameworks, and DB4AI (database serving AI).
12. Micron plans to make large-scale equipment investments before the end of the year to enhance the supply capacity of its latest generation HBM—HBM4 12-layer products.
