1. Google raises the price of the Pixel 10a by $100 due to rising memory chip costs.
2. Samsung Electronics raises prices on most of its Galaxy S26 series phones due to the continued memory chip shortage.
3. Toshiba plans to double its data center HDD production capacity, marking its first major investment in the business in five years.
4. Micron Technology CEO: Besides data centers, the next huge growth market will be physical AI.
5. Micron Technology CEO: Approximately $150 billion in long-term orders have been secured. The memory market supply and demand will be tighter in the next two years than in 2026.
6. Applied Materials and Kioxia are collaborating at the EPIC Center to develop next-generation advanced memory technologies.
7. Moody's: By 2030, barriers to enterprise AI adoption will decrease. Chip and memory manufacturers will be the biggest beneficiaries.
8. SK Hynix expands its outsourcing of flip-chip packaging for memory semiconductors.
9. Institutions: Increased demand from AI servers supports Q4 memory contract price increases; consumer pressure remains.
10. Goldman Sachs: Samsung's Q3 2026 operating profit and 2027 HBM revenue are both expected to exceed 100 trillion won. Reiterate "Buy" rating.
