1. SMIC's Zhao Haijun: The average wafer unit price increased by 1.8% quarter-on-quarter in the third quarter.
2. Jensen Huang resigned from three positions at Nvidia; the US House of Representatives sought inquiries, and the Department of Justice reportedly investigated Nvidia.
3. The memory price surge is expected to continue, with product demand showing signs of divergence.
4. Reports indicate that SK Hynix's HBM4 yield has exceeded 70%, competing with Samsung and Micron in the next-generation memory market.
5. Foxconn: Tight chip and memory supply poses a challenge to the entire industry; demand is expected to continue to exceed supply in 2027.
6. Samsung Electronics' first of three major projects broke ground, with the HBM factory's production start-up time a year ahead of schedule.
7. Changxin's DDR5 chips have been upgraded to 32Gb, and the maximum speed of server MRDIMMs has reached 12800Mbps.
8. TrendForce updated its DRAM and NAND spot market tracking; prices in some markets weakened, and transactions were sluggish.
9. TrendForce predicts that AI computing power supply will more than double in 2027, highlighting the risk of supply-demand imbalance after 2028.
10. TrendForce forecasts that PC memory and storage prices will rise by 13-18% and 0-5% respectively in Q4 2026.
