1. TrendForce warns of regulatory risks in the US data center market, suggesting some projects scheduled after 2028 may be delayed.
2. JPMorgan Chase states that DRAM and NAND supply and demand remain tight, and the memory industry boom may continue until 2028.
3. Institutions report that global DRAM revenue approached $200 billion in Q3, a year-on-year increase of 369%.
4. Domestic automotive-grade memory is entering a window of opportunity for large-scale deployment.
5. Module manufacturers are lowering prices to reduce inventory; TrendForce states that NAND spot prices still lack the conditions to stop falling in the short term.
6. CFM flash memory market updates spot prices; 42 out of 121 tracked items saw price declines.
7. Memory chip price increases coupled with console price hikes led to a 41% year-on-year decline in Switch 2 sales in the second fiscal quarter.
8. Nvidia proposes a full-stack collaborative design solution for AI memory; the Vera Rubin platform increases memory capacity per GPU by only about 3%, while inference throughput increases by up to 30 times.
9. Huahong Grace Semiconductor: The trend of rising volume and price is expected to continue for some time.
10. Tongyou Technology: The company's storage products have a high proportion of domestically produced raw materials, so the impact of overseas storage chip price increases is limited.
11. Xingyun Technology: This year, the cumulative order volume for computing power and storage is approximately RMB 20.641 billion, and many customers have completed secondary price adjustments.
