Storage Market News Briefing

SmartContractAuditor · 2026-03-05T03:25:48+00:00

This article mentions that Intel CEO warns that memory shortages will persist until 2028, while Japan's PC market has contracted for the first time due to demand slowdown and rising storage prices. Nvidia's new products stimulate high-end memory demand, and Samsung and SK Hynix are fiercely competing. Lenovo has started to increase prices on some computers, and Xiaomi is advancing its annual chip upgrade plan. Research shows that scalpers are exacerbating DDR5 memory shortages. Asian semiconductor spending is expected to grow.

SmartContractAuditor

2026-03-05 03:25:48

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Odaily Planet Daily News

Intel CEO: Memory shortage may not be alleviated until 2028.
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.
NVIDIA’s new products drive high-end memory demand; Samsung and SK Hynix begin a market share battle.
Lenovo issues a price increase notice, with some computers rising by over a thousand yuan.
Bernstein: The surge in storage chip prices may slow down around the end of the year.
Xiaomi establishes an annual chip development plan; integrated hardware and software strategy accelerates.
Beijing Quantum Institute’s quantum interface device and system team makes significant progress in multi-mode quantum acoustic device research.
Datadome: Scalpers intensify global DDR5 memory shortages; robots make over 50,000 requests per hour.
Lankang Technology: Key technical personnel Shan Gang passed away due to illness; no significant impact on R&D and operations.
Asian semiconductor giants are expected to spend up to $136 billion this year, a 25% increase year-over-year. (Jinshi)

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