Citrini Research semiconductor analyst Jukan has shifted to a positive stance on DRAM after issuing a bearish report on July 3. He says DRAM fundamentals are solid: US hyperscalers’ DRAM inventories are already low with further drawdown potential. Citrini expects DRAM blended contract prices to rise about 10% QoQ in 2026 Q4 (after high-double-digit QoQ gains in Q3). NAND fundamentals are weaker; despite high-double-digit QoQ price gains in 2026 Q3, soft smartphone demand and elevated inventories

From the afternoon of Sept 7 to early Sept 10, Huawei, Xiaomi and Apple will each launch a foldable flagship within a 72-hour window. This marks the first direct foldable-market confrontation between Huawei and Apple; Xiaomi will also compete. All three are entering the same week, category and similar price band—an unprecedented convergence in the seven-year history of foldable phones.

Sept 6 — Exit poll in Saxony‑Anhalt state election shows Alternative for Germany (AfD) 44.5%, versus 20.8% in 2021; the CDU led by Merz falls to 18.5% from 37.1% in 2021. Initial seat projection for the 83‑seat state parliament gives AfD 39 seats, three short of an absolute majority. Other mainstream parties have ruled out joining an AfD‑led coalition, leaving AfD’s entry into the state government uncertain even if it becomes the largest party. AfD said it will seek cooperation with forces willing to implement its policies, stressing migration and domestic security as non‑negotiable priorities; leader Weidel said the party has a clear governing mandate and will engage with parties that share its policy positions.