Group 1 - The article highlights the increasing demand for low-power double data rate (LPDDR) memory, driven by the smartphone and AI server markets, leading companies like Samsung and SK Hynix to seek long-term agreements (LTA) for supply [1][2] - Oppo has recently proposed an LTA to Samsung and SK Hynix, requesting a guaranteed supply of LPDDR memory for at least four to six quarters, which is unusual as contracts are typically signed on a quarterly basis [1][2] - The memory shortage is affecting not only the Greater China smartphone industry but also major players like Samsung's MX division and Apple, who are struggling to fully mitigate the aggressive price increases from memory manufacturers [2][3] Group 2 - Memory manufacturers are planning to increase their share of high-value LPDDR server shipments starting in the first half of next year, as the demand for energy-efficient LPDDR rises with the AI industry's shift towards inference [2] - Samsung plans to begin shipping SOCAM2 products based on 1b (5th generation 10nm) DRAM in the first quarter of next year, while SK Hynix expects to start mass production of SOCAM2 products based on 1c (6th generation 10nm) DRAM in the second quarter [3] - The limited capacity of suppliers is expected to trigger a significant price increase for general DRAM in the first quarter of next year, as major smartphone manufacturers are actively procuring LPDDR [3]