Future Asset Securities analyst Kim Young-gun says Samsung Electronics’ expansion of HBM shipments for AI applications should offset a slowdown in general memory-chip growth in 2027. Samsung’s HBM shipment capacity and ASP are forecast to rise 57% and 49% in 2027, versus projected 16% and 20% growth for general memory chips. Future Asset expects Samsung earnings to be weighed by a stronger won against the dollar but remain broadly healthy; it cut Samsung’s 2026 operating profit forecast by 5.7%

China's Ministry of Industry and Information Technology (MIIT) issued the information and communications industry's 15th Five‑Year Plan, directing the construction of an integrated space‑ground network. The plan calls for coordinated high/medium/low‑orbit satellite constellations, higher capacity for high‑orbit wide‑ and narrowband communications satellites, and strengthened LEO internet, high‑orbit communications and satellite‑IoT networking services. It requires deeper fusion of satellite and terrestrial networks, coordinated build‑out of satellite‑ground interconnection hubs, and development of direct‑to‑handset satellite services and satellite‑IoT applications. MIIT instructs leveraging 5G/5G‑A infrastructure to extend low‑altitude coverage as needed, exploring 5G air‑to‑ground (5G‑ATG) deployments and expanded route trials to promote airborne communications, and piloting stratospheric airships and solar UAVs to improve coverage. The plan also promotes integrated 5G–Beidou development.

澳新银行高级经济学家Jasmine Zheng：因此，我们预计招聘广告数量将逐步趋于下降。不过，鉴于该系列的韧性，我们预计失业率的上升将是温和的。