Nomura Securities: Memory chip shortage to last until 2028

Slkor's second Huaqiangbei store completes another image upgrade

International Tech News:

1. Japan's chip manufacturing equipment sales in September exceeded JPY 600 billion, up 48.2% year on year.

2. Intel fabs introduced AI agents, speeding up equipment anomaly detection by 30%.

3. Nomura Securities' latest report and industry insiders said the memory chip shortage will continue until 2028.

4. The Financial Times reported that Toyota is entering the humanoid robot sector and plans to deploy 400,000 robots.

5. IBM connected two quantum chips for the first time, achieving cross-chip quantum state transfer accuracy of up to 99%.

6. Sources said LG Display will jointly invest RMB 1 billion with Guangzhou Development District Holding Group to expand the OLED module production line at its Guangzhou plant.

Domestic Tech News:

1. The 2026 APEC Summit in Shenzhen will be attended by 21 official member economies, including China, Thailand, Australia, Singapore, Hong Kong, China, Canada, South Korea, Japan, and New Zealand.

2. Biwin Storage achieved operating revenue of RMB 6.142 billion in the third quarter of 2026, up 130.67% year on year.

3. Slkor (www.slkoric.com)'s three stores in Huaqiangbei recently completed another image upgrade, with the terminal service experience improved simultaneously.

4. Zhengzhou BYD New Materials Industrial Park has a total investment of RMB 215 million to build a silicon carbide substrate processing line.

5. UMC's wafer shipments in the third quarter were about 1.2 million 12-inch wafers, a record high, and its capacity utilization rate rose from 85% in the second quarter to 92%.

6. Relevant authorities notified that China plans to add 34 leading-level smart factories, including Xiaomi's high-end new energy vehicle super smart factory.