目前，美国市场上仍有大量16GB内存条售价在165至175美元之间，而32GB内存条的售价则接近300 至400美元。鉴于韩国和台湾市场的价格，我们预计美国市场的价格将在一个月内大幅上涨。 公众号记得加星标⭐️，第一时间看推送不会错过。 DDR5 内存价格持续上涨，韩国市场上单条内存条的价格已经达到 500 美元，入门级套装的价格甚 至更高。 内存价格已经失控，并且随着人工智能领域需求的持续增长，未来几个月还将继续上涨。就连那些为 人工智能客户验证和封装内存的厂商也因为订单激增而开始宣布提价。与此同时，消费级内存市场持 续遭受重创。 韩国市场的情况预示着消费者对内存价格的预期。危机爆发之初，韩国是首批经历内存价格上涨的地 区市场之一，而且DDR5内存的价格还在持续上涨。 韩 国 商 家 的 最 新 报 价 显 示 ， 内 存 价 格 还 将 进 一 步 上 涨 。 根 据 最 新 报 价 ， 一 条 16GB DDR5-5600 (CL46)内存条（非套装）的售价接近40万韩元，约合270-300美元。32GB DDR5-5600 (CL46)套装 的售价则在68万至78万韩元之间，约合450-500美元。 ...

Group 1 - Qualcomm's CEO confirmed discussions with Samsung Semiconductor for 2nm wafer foundry, marking a return to collaboration after five years, aiming to challenge TSMC's dominance in advanced process orders [1] - Qualcomm's previous flagship chip, Snapdragon 8 Gen 1, was exclusively produced by Samsung at 4nm, but performance issues led Qualcomm to switch to TSMC for subsequent products [1] - Samsung is offering wafer foundry prices at least 30% lower than TSMC to attract Qualcomm for 2nm production, with plans to secure orders for the upcoming Snapdragon 8 Elite Gen 5 [1] Group 2 - Qualcomm is expected to launch its latest flagship chip, Snapdragon 8 Elite Gen 6, in two versions: Pro and Standard, indicating a potential return to a dual foundry strategy with TSMC and Samsung sharing flagship chip orders [2] - The new flagship chip is scheduled for Q4 release, with wafer foundries starting shipments in Q3 for final testing [2] - The CPU architecture will continue to utilize Qualcomm's in-house developed Oryon, with the high-end version expected to support LPDDR6, positioning Qualcomm to deliver a strong AI smartphone for non-Apple brands [2]

Group 1 - Qualcomm's CEO Cristiano Amon confirmed the company's active discussions with Samsung Electronics regarding 2nm chip foundry collaboration, with all related chip design work completed to accelerate product commercialization [1] - Samsung has become the first company to announce mass production of 2nm chips, showcasing strong technical appeal with its second-generation 2nm process (SF2P), which will be used for the Exynos 2600 chip in the Galaxy S26 series [2] - The collaboration between Qualcomm and Samsung is significant as Qualcomm previously shifted its advanced chip foundry orders to TSMC due to stability issues with Samsung's foundry process, indicating that Samsung's SF2P process has reached competitive levels in performance, energy efficiency, and production yield [2]

公众号记得加星标⭐️，第一时间看推送不会错过。 根据券商Kiwoon Securities的高级研究员预计，三星明年的营业利润将达到90兆至100兆韩元（约台 币2.14兆元）。这呼应了先前报告指出，三星计划在2027年实现晶圆代工业务获利，意味着提高2nm GAA制程的良率是其首要任务，还有高频宽记忆体HBM4和DRAM价格56%上涨的加持。 wccftech报导，三星面临的第一个真正考验是，其首款采用上述曝光技术制造的晶片组Exynos 2600 在应用于Galaxy S26系列后的性能表现。 资深研究员朴有岳（Park Yoo-ak，音译）对三星在2026年登顶业界霸主地位做出了最为乐观的预 测，他表示该公司明年的营业利润将达到100兆韩元。根据《韩国经济日报》报导，他的预测基于高 频宽记忆体HBM4市场占额的显著增长，以及通用DRAM价格56%的上涨。 朴有岳也提 到，由于NAND 快 闪记忆体价格上涨，三星的营收可望大幅 提升。此外，该公司2nm GAA制程的良率有望提高，目前已获得两家中国加密货币挖矿设备制造商的订单，并与特斯拉签署 了价值165亿美元的巨额交易，这将有助于三星建立稳固的客户基础。 ...

结合博主文中暗示和评论区猜测，预计这台手机是小米 17 Ultra。 【#曝小米17Ultra配一英寸主摄#：主摄动态范围可达 100dB+：唯一一英寸传感器】博主 @数码闲聊站 今天在微博透露，某厂骁龙 8 Elite Gen 5 超大杯新机主摄动态范围可达 100dB+。#小米17Ultra外观曝光 # 博主表示，这台手机搭载的豪威 OV50X 传感器标称动态范围可达 16EV，加上尺寸的优势，进光量比 较可观，同时该手机是这代骁龙 8 Elite Gen 5 超大杯机型中唯一有一英寸主摄的。 后续有用户在评论区询问："今年至少比往年有看点，往年 1/1.3 和 1 英寸主摄差距太大，今年是 1 英寸 和 1/1.2 的较量"，博主回复道："别忘了还有 OV50R，这颗是 1/1.3"狗头斜眼"。 另一名用户则询问道："所以这个用 lofic 了吗？还是单纯的暴力动态范围有 16ev？"，博主则回复 道："有，豪威和思特威都上 LOFIC，索尼明年上 LOFIC（思特威第一颗 2 亿没有 LOFIC）"。 ...

Core Viewpoint - Samsung's 2nm GAA technology has shown remarkable progress, with the Exynos 2600 ready for mass production, potentially breaking Qualcomm's monopoly in the chip market [2][3]. Group 1: Exynos 2600 Performance - The Exynos 2600 is expected to deliver significant performance improvements over the Exynos 2500, matching the Snapdragon 8 Elite Gen 5 in single-core and multi-core performance, and outperforming Apple's A19 Pro in multi-threaded tests [3][4]. - The Exynos 2600 features a 10-core CPU configuration, including one main core, three performance cores, and six efficiency cores, along with the Xclipse 960 GPU, which is 15% stronger than Qualcomm's Adreno 830 GPU [4]. Group 2: Market Impact and Partnerships - Samsung has signed a $16.5 billion agreement with Tesla for 2nm chips, which is expected to attract more customers and boost Samsung's stock price [4]. - The Galaxy S26 series is anticipated to feature both Qualcomm and Samsung's chips, with the Exynos 2600 likely powering the Galaxy S26 and Galaxy S26 Edge, while the Snapdragon 8 Elite 2 will be used in the Galaxy S26 Ultra [6]. Group 3: Technical Specifications - The Exynos 2600 has been tested in a Samsung engineering device, achieving scores of 2,155 in single-core and 7,788 in multi-core tests on Geekbench, outperforming the Exynos 2500 and showing competitive results against Qualcomm's Snapdragon 8 Elite [5].