1. Nvidia refutes rumors that RTX 5090 has been discontinued: it will only continue to be supplied due to insufficient production capacity. 2. TSMC's global expansion is accelerating comprehensively: Arizona Plant 2 will start mass production ahead of schedule, and Tainan will add another 3nm plant. 3. Korean media: Samsung will use TSMC technology to produce the next generation of memory chips for Nvidia. 4. The supply of Apple's first foldable screen phone is tight, and some orders have been scheduled for shipment until next year. 5. Layout of physical AI: Micron has developed an edge inference memory EIM to reduce data processing latency and increase bandwidth. 6. 'Mu Mu Jie' continues to be optimistic about South Korean semiconductor stocks: currently entering the buying range. 7. It is reported that the cost of memory and storage materials alone for Sony PS6 exceeds $680. 8. Demingli: The company's H9560 main control chip targets the CXL memory expansion core scenario and is expected to be completed on chip within the year. 9. Demingli: It is expected that the net profit for the first three quarters will turn around from 8.65 billion yuan to 8.95 billion yuan year-on-year, and the revenue scale and proportion of enterprise level storage business will further increase. 10. Changxin Technology: Expected profit of 131 billion yuan to 132.5 billion yuan in the first three quarters compared to the same period last year. DRAM products are in short supply and prices have risen significantly.