Counterpoint Research's Q3 2026 global memory tracker says AI accelerators, data-center demand and rising prices lifted DRAM revenue in Q3 2026 to nearly 5x year-earlier levels, approaching $200 billion. DRAM bit shipments grew only about 4%, indicating the upcycle is price-driven rather than shipment-driven. Counterpoint says AI has turned memory from a commodity into a scarce, high-value resource, and buyers are now competing for supply rather than price. With prices still rising, suppliers ar

2026-11-06

Counterpoint Research's Q3 2026 global memory tracker says AI accelerators, data-center demand and rising prices lifted DRAM revenue in Q3 2026 to nearly 5x year-earlier levels, approaching $200 billion. DRAM bit shipments grew only about 4%, indicating the upcycle is price-driven rather than shipment-driven. Counterpoint says AI has turned memory from a commodity into a scarce, high-value resource, and buyers are now competing for supply rather than price. With prices still rising, suppliers are expected to set new profit highs next quarter.

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2026-11-06

On Nov. 6, at a briefing on shoring up security during the 15th Five-Year Plan, the deputy director of the economic and trade department at CHINA STATE PLANNER said heightened global uncertainty has driven significant volatility in international grain markets. Chinese authorities are closely monitoring and actively responding. Domestic grain supply remains ample and stable, and grain security over the 15th Five-Year Plan period is firmly guaranteed, summarized as “stable, ample, sufficient.”

2026-11-05

伊通社(IRNA):伊朗央行宣布旨在管控货币与外汇市场的计划。核心要素包括——继续对银行资产负债表实施量化管控;根据当前经济形势优化公开市场操作;调整法定存款准备金率,以调控银行间市场的储备金水平;以及审视其他影响信贷机构运作的因素。