1. Memory shortages and price increases impact the PC market, putting pressure on Intel's performance; its stock plunges 23% in after-hours trading.
2. SanDisk CEO: Data centers are expected to account for over 55% of the storage market share by 2027.
3. SanDisk's quarterly revenue increased by 378% year-on-year, with its data center business leading the way; it announced an eight-for-one stock split.
4. Kioxia's stock price has plummeted 60% from its June high; today's earnings report faces high expectations.
5. Intel's Chen Liwu: Memory is in unprecedented shortage; customers are signaling a slowdown in PC demand.
6. Longsys: The supply and demand relationship in the storage industry will remain tight.
7. Prices of DDR5 memory in Japan have soared by over 60% in three months; the cost of one set of memory last year could have assembled a computer.
8. IDC: Storage price increases are suppressing demand; China's smartphone shipments in Q3 this year were approximately 58.06 million units, a year-on-year decline of 15.2%.
9. Institution: Shipments of foldable screen display panels are expected to grow by 44% in 2026.
10. Institution: AI inference drives demand for CPUs and DDR5; high-capacity MLCC shortage is expected to continue into the first half of 2027.
