TrendForce says AI's shift from large-model training to inference-focused Agentic AI is structurally expanding memory demand and that a short-term supply shortfall will keep upward pressure on prices. The research house raised its global memory market value forecast for 2026 to $889.3 bln (previously $551.6 bln) and for 2027 to over $1.28 tln (previously $842.7 bln), implying roughly 44% YoY growth.

The Satellite IoT Industry Development Conference will be held June 1 in Haidian District, Beijing; organizers will formally announce the establishment of the Beijing Space Computing Industry Innovation Center. Beijing Guodian Gaoke Technology will present the current construction status and future plan for its "Tianqi Constellation" and hold a concentrated signing session. Guodian Gaoke previously secured China’s first satellite IoT commercial trial qualification. The conference also invited participants to the Global Space Computing Industry Innovation Conference on June 29-30.

Samsung Electronics has begun shipping 12-layer HBM4E chip samples to key global customers.