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Nomura: The shortage of memory chips will last until 2028
2026-10-30
137

Slkor Huaqiang North Store No.2 Completes Image Upgrade Again
International
1. Sales of Japanese chip manufacturing equipment exceeded 600 billion yen in September, a year-on-year increase of 48.2%.2. Intel's wafer fabs have adopted AI agents, boosting the speed of detecting equipment anomalies by 30%.
3. According to the latest report from Nomura Securities and industry insiders, the shortage of memory chips will last until 2028.
4. The Financial Times reported that Toyota is entering the humanoid robot sector and plans to deploy 400,000 robots.
5. IBM has for the first time connected two quantum chips, achieving a 99% accuracy rate for quantum state transmission across chips.
6. Sources say LG Display will jointly invest 1 billion yuan with Guangzhou Development Zone Holding Group to expand the OLED module production line at its Guangzhou plant.
Domestic
1. The 2026 APEC Summit in Shenzhen has 21 official economy members, including China, Thailand, Australia, Singapore, Hong Kong (China), Canada, the Republic of Korea, Japan, New Zealand and others.2. Biwin Storage posted operating revenue of 6.142 billion yuan in the third quarter of 2026, representing a year-on-year rise of 130.67%.
3. Three Slkor (www.slkoric.com) stores in Huaqiang North have recently completed image upgrading, with improved end-user service experience.
4. The BYD New Materials Industrial Park in Zhengzhou involves a total investment of 215 million yuan for the construction of a silicon carbide substrate wafer processing production line.
5. United Microelectronics shipped approximately 1.2 million 12-inch wafers in the third quarter, hitting an all-time high, and its capacity utilization rate rose from 85% in the second quarter to 92%.
6. Relevant authorities issued a notice that China plans to add 34 leading smart factories, including Xiaomi's super smart factory for high-end new energy vehicles.
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