1. South Korea's two memory chip giants are projected to achieve operating profits exceeding 184 trillion won in the third quarter, compared to 90.8 trillion won in the same period of 2025.
2. Goldman Sachs lowered its 12-month target for the South Korean KOSPI index by 25%.
3. Rumors of Nvidia's production halt have stirred up Huaqiangbei, with graphics card prices fluctuating daily.
4. Soaring memory prices have chilled the PC market, with global shipments plummeting 21% in the third quarter.
5. Jensen Huang: Open to cooperation between Nvidia and Changxin Memory, stating that no country is stronger than China in manufacturing.
6. Nomura Securities: The memory chip shortage will continue until 2028, and the sector's valuation is severely undervalued.
7. South Korean media: Samsung's Exynos 2700 outperforms Qualcomm in internal benchmarks and will be used in the Galaxy S27 series next year.
8. Changxin Technology: Maintains strong confidence in the medium- to long-term prospects of the global and Chinese DRAM industry. 9. Xingyun Technology: The company's cumulative announced orders related to computing power and storage this year have reached approximately RMB 18.316 billion.
10. Runze Technology: In the third quarter, the company delivered a total of 290MW of computing power centers, setting a new record.
11. Biwin Storage: Prices of major storage products such as DRAM and NAND Flash are expected to rise significantly by 2026; the company is optimistic about the medium- to long-term market opportunities brought by the development of the AI industry.
