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Micron executives explain: Why is there huge investment, and why is the memory shortage unlikely to improve before 2028?

Micron executives explain: Why is there huge investment, and why is the memory shortage unlikely to improve before 2028?

Micron executives stated that despite massive investments, the memory shortage issue will not be resolved before 2028. Christopher Moore, Vice President of Marketing for Micron Technology's Mobile and Client Business Unit, one of the world's largest memory manufacturers, said in an interview that the current tight

Goldman Sachs Outlook for Greater China Technology Trends in 2026: ASICs Become the Core Driver of AI Server Growth, Optical Modules Move Toward 1.6T, Apple Supply Chain Leads in Smartphones.......

Goldman Sachs Outlook for Greater China Technology Trends in 2026: ASICs Become the Core Driver of AI Server Growth, Optical Modules Move Toward 1.6T, Apple Supply Chain Leads in Smartphones.......

Recently, Goldman Sachs released its research report "Greater China Technology Industry Outlook 2026." Focusing on three major themes—AI infrastructure upgrades, innovation in consumer electronics, and localization of semiconductors—the report systematically reviews the top ten technology trends most worthy of attention in 2026, and points out that

AI glasses enter the era of independent smart terminals and begin to take over core smartphone functions.

AI glasses enter the era of independent smart terminals and begin to take over core smartphone functions.

Smart glasses are undergoing a key transition from mobile phone accessories to independent intelligent terminals. With the integration of eSIM communication modules and the implementation of multimodal AI technologies, this category has begun to substantially take over core mobile phone functions such as calls, connectivity, and complex computing. According to

U.S. Supreme Court temporarily suspends tariff ruling; market focuses on seven key issues

U.S. Supreme Court temporarily suspends tariff ruling; market focuses on seven key issues

``` According to CCTV News, on January 9 local time, the U.S. Supreme Court stated that it would not make a ruling that day regarding the Trump administration's global reciprocal tariffs imposed under the International Emergency Economic Powers Act (IEEPA). This means the market may have to continue

Powell has been sued, and key Republican lawmakers have turned against him: I will vote against it, and Trump shouldn’t even think about nominating a new Fed chair!

Powell has been sued, and key Republican lawmakers have turned against him: I will vote against it, and Trump shouldn’t even think about nominating a new Fed chair!

After Federal Reserve Chairman Powell accused the Justice Department of launching a grand jury investigation to pressure the central bank, Trump immediately faced bipartisan backlash, and his plan to nominate a new Fed chair encountered major obstacles. According to a Bloomberg report on Monday, Republican Senator Thom Tillis, a key

India's satellite launch mission fails! PSLV rocket suffers second consecutive launch failure

India's satellite launch mission fails! PSLV rocket suffers second consecutive launch failure

India's space ambitions have suffered a major setback, as its main carrier rocket malfunctioned during a critical military and commercial launch mission, resulting in a strategically significant military satellite and multiple commercial payloads failing to reach their intended orbit. This marks the second consecutive launch failure for this

"Orders are really overwhelming!" Storage packaging and testing prices surge by 30%, companies are planning a second round of price increases.

"Orders are really overwhelming!" Storage packaging and testing prices surge by 30%, companies are planning a second round of price increases.

``` The global storage chip industry chain is ushering in a new round of strong price increases, and this trend has quickly spread to downstream packaging and testing sectors. Due to capacity utilization rates approaching their limits, major storage packaging and testing companies have recently raised their quotes by up to