1. Graphics card prices have finally dropped; the RTX 5080 in Huaqiangbei has seen a price reduction of 4000 yuan. 2. Server DDR5 contract prices generally rose 10% to 15% in Q4, while low-capacity eMMC prices continued to decline. 3. TSMC approved

2026-11-11

1. Graphics card prices have finally dropped; the RTX 5080 in Huaqiangbei has seen a price reduction of 4000 yuan. 2. Server DDR5 contract prices generally rose 10% to 15% in Q4, while low-capacity eMMC prices continued to decline. 3. TSMC approved approximately US$40.9 billion in capital allocation, covering capacity expansion for advanced processes and advanced packaging. 4. TrendForce reports that DRAM spot trading is sluggish, with mainstream DDR4 chip prices slightly declining. 5. AMD showcased an SSD-based server memory expansion solution; in specific tests, DRAM performance was halved while still retaining 99%. 6. Seagate launched 8TB and 20TB hybrid external hard drives, supporting the addition of NVMe SSD dynamic caching. 7. Nexsan released a nearly 3PB 2U all-flash array using 122.88TB QLC SSDs. 8. Object First's backup storage orders increased by 71% year-on-year in Q3, with Europe and other regions showing the largest growth. 9. Cloud backup provider Dreeze raises $33 million in seed funding to launch a complete application recovery platform. 10. Macrochip Technology's Hong Kong IPO price is set at HK$72.83, with approximately 35% of the net proceeds to be invested in controller chips. 11. Japanese wafer foundry Rapidus reportedly failed to meet SRAM development milestones, facing challenges in achieving its 2nm mass production target. 12. AMEC successfully delivered its first plasma wafer dicing machine. 13. Huawei will hold a trial launch event for its new storage system on November 12th.