1. SK Hynix responded to reports of its collaboration with Intel, stating that no specific plans have been finalized.
2. SK Hynix reached an agreement with its labor union, with profit sharing split equally between cash and stock bonuses.
3. Samsung Electronics reportedly outsourced all of its new DDR5 memory module production capacity.
4. Samsung Electronics is reportedly relying on external assistance to increase memory/SSD production, while its own capacity is being used to aggressively target HBM (Hardware-Based Memory).
5. Memory prices have surged five to seven times; Intel's CEO warned that shortages may worsen next year.
6. The memory chip shortage is expected to continue until 2027, putting pressure on the low-end digital device market.
7. Reports indicate that Apple is developing enterprise-grade servers using its own chips and has already discussed adopting network technology with Nvidia.
8. Micron executives stated that meaningful new memory supply will only begin to ramp up in 2028, and a supply-demand equilibrium point is still not in sight.
9. TrendForce: The average spot price of DDR5 16Gb (2Gx8) 4800/5600 increased by 0.18% compared to the previous day.
10. TrendForce: The total output value of Micro LED display application modules and Micro LED CPO modules is estimated to reach US$5.308 billion by 2030.
11. Hanvon Technology: The company's end products have been undergoing adaptation and replacement work since the memory price increase last year. Currently, most of the memory modules used have been replaced with domestic solutions.
