According to TrendForce Jibang Consulting's latest memory industry research, memory prices have been rising for more than a year, and the cost pressure on the consumer electronics industry is increasing day by day. Among them, notebook shipments are estimated to have declined markedly from the third quarter of 2026. PC OEMs are facing the dual challenges of weak sales and high machine inventories. Some manufacturers have already planned to adjust the scale of memory procurement for the fourth quarter of 2026 and even the first quarter of 2027, and may increase the proportion of OEM model shipments.

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