1. Nvidia denies RTX 5090 production halt: supply will continue due to capacity shortage.
2. TSMC accelerates global capacity expansion: Arizona Fab 2 enters mass production ahead of schedule, another 3nm fab added in Tainan.
3. South Korean media: Samsung will use TSMC technology to produce next-generation memory chips for Nvidia.
4. Supply of Apple's first foldable phone is tight, with some orders already scheduled for next year.
5. Micron develops Edge Inference Memory (EIM) to reduce data processing latency and increase bandwidth in its physical AI strategy.
6. "Sister Wood" remains bullish on South Korean semiconductor stocks: currently in buy zone.
7. Reports indicate that the memory and storage material costs for the Sony PS6 alone exceed $680.
8. Demingli: The company's H9560 controller chip targets the core scenario of CXL memory expansion, and is expected to complete wafer returns within the year.
9. Demingli: Expected net profit of RMB 8.65 billion to RMB 8.95 billion for the first three quarters, turning around from a loss year-on-year; revenue from enterprise-level storage business further increased in scale and proportion.
10. Changxin Technology: Expected net profit of RMB 131 billion to RMB 132.5 billion for the first three quarters, turning around from a loss year-on-year; DRAM products were in short supply and prices rose sharply.
