Industry Daily: Q3 DRAM Revenue Nears $200B, Up 369% YoY

创业邦 · wechat · 2026-11-06

Highlights from this industry daily:

Counterpoint data shows global DRAM revenue in Q3 2026 approaching $200 billion, up 369% year over year, driven mainly by price hikes—unit shipments rose only about 4% quarter over quarter, with average price per GB hitting $1.9.
Samsung transferred roughly 300 pieces of equipment to Tongbu (DB HiTek) as it exits the 8-inch foundry business, and will shut down its remaining two fabs by the end of 2030.
Huawei launched its first HarmonyOS desktop, the Qingyun HM650, featuring the Kirin X90 chip and the Xiaoyi agent, with over 21,000 apps already adapted.
China's MIIT disclosed that the country has built more than 26,000 industrial 5G private networks and 1,260 5G factories, with the industrial internet covering all 41 major industrial categories.
Toyota has set up a robotics division in a corporate reorganization, led by Chief Production Officer Takefumi Shiga, positioned as a key pillar of its future business.

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