1. Elon Musk: ASML and other companies are accelerating the supply of chip manufacturing equipment to Terafab.
2. Nomura: Market concerns about slowing AI demand are excessive; storage supply shortages are expected to continue into 2028.
3. Strong AI demand is causing memory supply shortages; TrendForce predicts DRAM contract prices will rise 20% quarter-on-quarter in Q4 2026.
4. Dell CEO warns: Memory shortages will worsen further in 2027.
5. Report: Domestic mobile phone manufacturers are dismantling old memory modules for new phones; the cost per square millimeter of memory is higher than TSMC's 2nm chips.
6. Report: Changxin is expected to add over 100,000 DRAM wafers per month in the next year, alleviating shortages in mobile phones and PCs.
7. Skyechip and Saimemory plan to establish a long-term AI storage partnership.
8. Reports indicate that PC companies have signed long-term agreements with memory manufacturers to ensure supply stability in 2027.
9. Montage Technology: Q3 net profit is expected to be RMB 1.2 billion to RMB 1.3 billion, representing a year-on-year increase of 153.6% to 174.7%.
10. Micron Technology and Indium Corporation collaborate to restart a key mineral processing project in New York.
11. Citigroup: Maintains "Buy" rating on SK Hynix, believing the potential for a prolonged upward cycle in the memory chip market has not been fully reflected.
12. Samsung extends its 8nm process by one generation, focusing on automotive and edge AI chips.
13. Reports indicate that Samsung Electronics has lowered its OLED Galaxy A-series smartphone shipment target for next year to 100 million units.
