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Front-month palm oil futures fell below 9,000 yuan/ton, down 2.66% intraday.

2026-11-03

Front-month palm oil futures fell below 9,000 yuan/ton, down 2.66% intraday.

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2026-11-03

1. Reports indicate that Samsung's display manufacturers have notified them of a significant price increase for OLED panels next year, not due to cost issues but rather a price control measure. 2. Rising memory chip prices are eroding Apple's profit

1. Reports indicate that Samsung's display manufacturers have notified them of a significant price increase for OLED panels next year, not due to cost issues but rather a price control measure. 2. Rising memory chip prices are eroding Apple's profits, with gross margin expected to drop to 45% to 46% during the holiday season. 3. Goldman Sachs predicts that the tight supply and demand situation for NAND will continue until 2027, with Samsung and SK Hynix's average prices still having room to rise. 4. TrendForce: The average spot price of DDR5 16Gb (2Gx8) 4800/5600 remained unchanged from the previous day. 5. Memory module manufacturer Team Group expects the tightest supply phase to continue until the second quarter of next year, and has already secured several long-term orders. 6. Latest transaction feedback from NAND channels is weak, with suppliers in Taiwan continuing to lower prices. 7. Institutions predict that smartphone SoC shipments will shrink by 21% in Q3 2026. 8. Qualcomm HBC completes verification: 133 TB/s memory bandwidth, 18 times that of AI200; AI250 sampling expected in the first half of next year. 9. Dapu Microelectronics discloses progress in PCIe 6.0 enterprise-grade SSD R&D, with mass production expected in 2027. 10. Weice Technology: The company is currently conducting preliminary engineering cooperation on NAND with some existing storage customers. 11. Longsys: Storage prices have somewhat suppressed the purchasing intentions of some customers, but demand from high-end customers, brand customers, and overseas customers remains resilient.
2026-11-03

Mexico's main stock index extended gains to above 2%.

Mexico's main stock index extended gains to above 2%.
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