Storage Market News Briefing

Odaily Planet Daily News

1. Intel CEO: Memory shortage may not be alleviated until 2028.

2. Institutions: The demand for device upgrades has paused, combined with soaring storage prices, causing Japanese PC shipments to shrink for the first time in three years.

3. Nvidia’s new products drive high-end memory demand, with Samsung and SK Hynix competing for market share.

4. Lenovo issues a price increase notice, with some computers rising by over a thousand yuan.

5. Bernstein: The surge in storage chip prices may slow down around the end of the year.

6. Xiaomi establishes an annual chip upgrade plan, accelerating its integrated hardware and software strategy.

7. Beijing Quantum Institute’s quantum interface device and system team makes significant progress in multi-mode quantum acoustic device research.

8. Datadome: Scalpers exacerbate the global DDR5 memory shortage, with robots making over 50,000 requests per hour.

9. Lankang Technology: Key technical personnel Shan Gang passed away due to illness, which is not expected to significantly impact R&D and operations.

10. Asian semiconductor giants are expected to spend up to $136 billion this year, a 25% increase year-over-year. (Jinshi)