About Us
Real-time Quotes & News
Market Analysis
Trading Platform
Terms
Promotion
FAQ
Contact
繁
简
EN
繁
简
EN
Promotion
FAQ
Contact
Open Account
Contact Us

Federal Reserve Chairman Warsh: In the United States, we now refer to artificial intelligence (AI) as “superintelligence (SI)”.

2026-10-16

Federal Reserve Chairman Warsh: In the United States, we now refer to artificial intelligence (AI) as “superintelligence (SI)”.

Other News
2026-10-16

According to a report on October 15th, John Vinh, an analyst at US investment bank KeyBanc, pointed out in his latest research on the Asian semiconductor supply chain that the continued expansion of AI data centers is exacerbating the global shortage

According to a report on October 15th, John Vinh, an analyst at US investment bank KeyBanc, pointed out in his latest research on the Asian semiconductor supply chain that the continued expansion of AI data centers is exacerbating the global shortage of memory chips, driving the industry into a new boom cycle supported by long-term supply agreements. KeyBanc predicts that DRAM prices will rise 15% to 20% quarter-on-quarter in the fourth quarter of 2026, NAND prices will rise by about 20%, and HBM prices may rise by 80% to 100% in the first quarter of 2027. As memory manufacturers continue to shift advanced capacity to AI data centers, the supply of memory chips for PCs and smartphones is expected to decrease by 20% to 30% in bits by 2027. More noteworthy is the change in customer purchasing behavior. KeyBanc stated that HP and Dell are extending their memory supply agreements to 2031, while Google is discussing extending its agreements to 2035. This means that large technology companies are locking in capacity through long-term procurement arrangements to cope with the uncertainty of future AI infrastructure construction. This trend is also partially corroborated by research from TrendForce. The agency projects that general DRAM contract prices will rise 10% to 15% quarter-over-quarter in the fourth quarter, while NAND will rise 15% to 20%. Enterprise-grade SSDs, driven by AI inference demand, are expected to see a 23% to 28% increase. Market focus is shifting from short-term storage price increases to whether AI capital expenditures can improve storage vendors' profitability visibility through long-term supply agreements.
2026-10-15

TrendForce's 2026 Near-Eye Display Market Trends and Technology Analysis report says AR glasses are shifting from proof-of-concept to consumer products, driven by stronger-than-expected demand from Meta's Ray-Ban Display Glasses that is accelerating

TrendForce's 2026 Near-Eye Display Market Trends and Technology Analysis report says AR glasses are shifting from proof-of-concept to consumer products, driven by stronger-than-expected demand from Meta's Ray-Ban Display Glasses that is accelerating brand and supply-chain rollouts. Other AR brands are expanding product lines and sales to capture spillover consumer trial while major tech firms have yet to fully enter the market. TrendForce forecasts global AR glasses shipments rising from 620,000 units in 2025 to 1.31 mln in 2026, up 111.1%.
Open Account
Demo Account
Contact Us
About Us Real-time Quotes & News Market Analysis
 Trading Platform Market Analysis Promotion Terms Promotion FAQ Contact
Copyright © 2026 Aspire Global Company Limited. All Rights Reserved.
Terms of Use and Privacy
Disclaimer

Disclaimer: ASPIRE is not responsible for the content of any analysis, advice, comment, suggestion, research report or market data in this website and links to third-party websites or resources. All the information mentioned above only represents the view of corresponding author. ASPIRE cannot and does not warrant the accuracy, validity, timeliness or completeness of any such information. You should conduct individual assessments and other proper research to make their investment decisions. The materials and information contained in this website are provided for reference only and do not constitute or form an offer, invitation, solicitation or investment advice or recommendation to acquire or dispose of any investment products or services. The price of any financial instruments described in this website may fall as well as rise. Past performance should not be taken as an indication of future performance. The risk disclosure statements do not purport to disclose or discuss all of the risks and other significant aspects of any financial instruments mentioned in this website. You should make your own appraisal of the risk and should consult to the extent necessary your own legal, tax, financial or other professional advisers in respect of any financial instruments mentioned in this website prior to entering into any transaction.

Risk Warning: Leveraged Precious Metals trading on margin carries significant risks and is not suitable for all investors. Please be sure to make investments within your own tolerance after fully understand the risks involved.

Registered & Business Address: Room 1905-1906, 19/F, Eastern Commercial Centre, 395-399 Hennessy Road, Hong Kong

Aspire Global Company Limited is not available to provide services for the residents of certain jurisdictions such as Afghanistan, the United States of America, the Islamic Republic of Iran, North Korean.