内存芯片价格快速上涨，业内预计手机产品将迎涨价潮；AWS或将发布Trainium 3芯片丨智能制造日报

Group 1 - The supply of NAND Flash wafers is tightening, with contract prices for some products increasing by over 60% in November due to strong demand from AI applications and enterprise SSD orders [2] - Memory chip prices are rapidly rising, with a projected increase of nearly 500 RMB for 16G+512G memory by the end of the year, leading to a potential price surge in mobile products [2] - OpenAI's consideration of adopting Google's TPU has prompted NVIDIA to reduce its total cost of ownership for computing clusters by approximately 30% [2] - AWS is expected to announce the new Trainium 3 chip during the re:Invent 2025 conference, scheduled for December 1-5 in Las Vegas [2]