Odaily 星球日報訊 1. 英特爾 CEO:記憶體短缺問題可能要到 2028 年才能得到緩解。
2. Institutional: Demand for machine replacement has stalled, coupled with a surge in storage prices, causing Japan's PC shipments to contract for the first time in 3 years.
3. NVIDIA's new product drives demand for high-end memory, with Samsung and SK Hynix embarking on a market share battle.
4. Lenovo issues price increase notice, with some computers seeing price hikes exceeding 1,000 yuan.
5. Bernstein: The rally in memory chips may slow down around the end of the year.
6. Xiaomi establishes annual chip update plan, further accelerating its integrated hardware-software strategy.
7. Beijing Quantum Academy Quantum Interface Devices and Systems Team has made significant progress in research on multimode quantum acoustic devices.
8. Datadome: 黃牛加劇全球 DDR5 記憶體短缺,機器人每小時發起超過 50,000 次請求。
9. Lanxi Technology: Core technical staff Shan Gang has passed away due to illness; this will not have a significant impact on R&D or operations.
10. 亞洲半導體巨頭今年支出有望達 1,360 億美元,同比增長 25%。(金十)


