Gigabank: Memory supply transition accelerating towards long-term agreements
2026-11-05 11:08:28
According to CoinMeta: 1. JCET: The contract price for server DRAM continues to rise, and the shift in memory supply is accelerating towards long-term agreements. 2. JCET: Enterprise-level SSD leads the NAND contract market, while consumer-side bargaining remains at a stalemate. 3. The storage spot market continues to diverge: DDR4 experiences a slight decline, with 512Gb TLC flash memory wafers falling by 4.33%. 4. A shortage of storage chips is dragging down mobile phone demand, and Qualcomm's profit forecast for the next quarter falls short of expectations. 5. Citibank: It is expected that the memory market will continue to experience supply shortages in 2027. 6. Samsung's Taylor II factory in the United States is reportedly targeting HBM basic bare chips, with AMD as a major potential customer. 7. Micron's share repurchase restrictions will be lifted in December, and the potential repurchase scale for the 2027 fiscal year could reach tens of billions of dollars. 8. Qualcomm has completed preliminary hardware verification and is exploring the path of near-memory computing using LPDDR stacking. 9. In October, DRAM prices reached new highs again; institutions predict that the upward trend will continue in the fourth quarter. 10. Saiteng Co., Ltd.: Semiconductor testing equipment has been delivered in bulk to overseas storage customers. 11. Corechip Co., Ltd. has launched a new generation of GCNanoOptimaV 2.5D GPU IP for wearable devices.
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Source:Jin10 Data
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