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.
