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According to the Iranian news agency IRNA, the Turkish parliament postponed further deliberations on the bill on a mutual defense treaty between Turkey, Saudi Arabia, and Pakistan until Thursday afternoon; this followed the Foreign Affairs Committee'

2026-11-05

According to the Iranian news agency IRNA, the Turkish parliament postponed further deliberations on the bill on a mutual defense treaty between Turkey, Saudi Arabia, and Pakistan until Thursday afternoon; this followed the Foreign Affairs Committee's approval of the basic content of the draft. Some lawmakers linked the bill to Saudi Arabia's war in Yemen, warning of a potential new military commitment by Turkey with unclear scope and nature, and made controversial remarks criticizing the Mecca Treaty, mentioning Saudi Arabia's role and Riyadh's convergence of interests with the United States and Israel in the conflict. Several Turkish lawmakers also criticized Ankara's regional policies, demanding clarification on the specific scope of Türkiye's new military commitment.

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2026-11-05

1. TrendForce: Server DRAM contract prices continue to rise, with memory supply accelerating towards long-term contracts. 2. TrendForce: Enterprise-grade SSDs lead the NAND contract market, while consumer-side pricing remains deadlocked. 3. The mem

1. TrendForce: Server DRAM contract prices continue to rise, with memory supply accelerating towards long-term contracts. 2. TrendForce: Enterprise-grade SSDs lead the NAND contract market, while consumer-side pricing remains deadlocked. 3. The memory spot market continues to diverge: DDR4 prices slightly decline, 512Gb TLC flash memory wafers fall 4.33% weekly. 4. Memory chip shortages drag down mobile phone demand; Qualcomm's next quarter earnings guidance falls short of expectations. 5. Citigroup: Memory market is expected to remain in short supply in 2027. 6. Samsung's Taylor 2 Fab in the US is reportedly targeting HBM base dies, with AMD as a major potential customer. 7. Micron's buyback restrictions will be lifted in December, with potential buybacks reaching hundreds of billions of dollars in fiscal year 2027. 8. Qualcomm HBC completes initial hardware verification, exploring near-memory computing using LPDDR stacking. 9. DRAM prices hit a new high in October; institutions predict continued price increases in Q4. 10. Saiteng Technology: Semiconductor testing equipment has been delivered in batches to overseas memory customers. 11. VeriSilicon Holdings Co., Ltd. launched its new generation GCNanoOptimaV 2.5D GPU IP for wearable devices.
2026-11-04

On November 2nd, the Token Spending Price Index fell slightly, approaching $0.88, a new low on record, continuing its recent downward trend and failing to break the decline that began in May. -------- 1. Price reductions across various models and us

On November 2nd, the Token Spending Price Index fell slightly, approaching $0.88, a new low on record, continuing its recent downward trend and failing to break the decline that began in May. -------- 1. Price reductions across various models and users shifting from expensive, cutting-edge models to cheaper open-source and smaller models have driven down token prices. 2. The current price decline may stimulate increased demand, which is beneficial to sectors such as AI applications. The impact on cloud vendors is complex, while for model vendors like OpenAI and Anthropic, the decline in pricing power is a risk factor. 3. Data comes from leading global AI models such as OpenAI, Anthropic, and DeepSeek.
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