News

Storage chip prices have skyrocketed, ushering in a "super cycle" of price increases. According to a report by Fast Technology in October, since 2025, the prices of DRAM memory and NAND flash memory have continued to soar, with some categories seeing increases of up to 100%, and SSD controller chip shipments surging by 300% in a single month. The core reasons include global storage manufacturers collectively reducing production, shifting production capacity to high-profit AI-related storage (such as high-bandwidth memory, HBM), and the surge in data storage demand driven by AI. Industry analysts point out that the comprehensive price increases in Q4 are just the beginning, and the "super cycle" in the storage market may last for several years. Meanwhile, South Korea's two chip giants, Samsung and SK Hynix, have benefited significantly: Samsung regained its dominant position in the global storage chip market in Q3, and SK Hynix saw its market capitalization surge by over $100 billion in a single month due to the explosive growth of its HBM business, with the upward trend expected to continue.

Servers and AI Infrastructure: HPE and NVIDIA Launch Second-Generation Private Cloud AI Solution

On October 28th, at the NVIDIA GTC DC 2025 conference, HPE announced the expansion of its "NVIDIA AI Computing by HPE" portfolio, launching the second-generation private cloud AI factory solution. This solution targets the needs of governments, regulated industries, and enterprises, with key highlights including:
Unified Deployment: Providing a miniaturized turnkey AI factory, simplifying complex deployment processes and shortening the AI ​​value delivery cycle;
Security and Compliance:Addressing core pain points such as data silos and sovereign compliance, supporting hybrid cloud and private AI deployments;
Full-Stack Collaboration:Integrating NVIDIA Blackwell GPUs, network software, and AI data platform reference designs, adapting to smart city and enterprise automation scenarios, and facilitating the "scale generation of smart tokens."

QNAP Enhances AI Interaction and Hardware Configuration with New Product
QNAP launches the new four-bay NAS, the Qu405, emphasizing a "high-performance + intelligent" storage experience:

Hardware Configuration: Equipped with an Intel N355 processor and integrated 32 EU graphics, offering powerful decoding capabilities suitable for audio/video playback and lightweight video streaming; standard 16GB DDR5 memory, dual M.2 SSD slots for flexible expansion; provides two 2.5G Ethernet ports (link aggregation up to 5G transmission speed), a front-panel Type-C USB 3.2 Gen2 port + two rear-panel USB 3.2 Gen2 ports + an HDMI port, maximizing interface expandability.

Software Upgrade: Supports switching between QTS and QuTS hero dual systems, introduces AI natural language operation, allowing direct control commands via QNAP MCP Assistant using natural language, lowering the barrier to entry for NAS use.

NVIDIA Releases US-Made Blackwell Chip Wafers, Enabling Next-Generation Communications Systems: On October 18th, NVIDIA announced the first Blackwell chip wafers produced at TSMC's Arizona facility, marking a key step forward in the localization of high-end semiconductor manufacturing in the United States. The chip, manufactured using advanced 2nm, 3nm, and 4nm process technologies, will be widely used in hyperscale data centers, next-generation communications systems, and high-performance computing, providing enhanced computing power for the global network equipment industry and aligning with the US strategy to localize its technology manufacturing sector.

AI server prices soar, delivery delays: Recently, due to the price increase of DDR4 and DDR5 memory, the price of servers, especially AI servers, has soared. Domestic server manufacturers have even delayed the delivery of server heads due to the shortage of DDR5. The price of the entire server has increased by nearly 6%.

NVIDIA graphics card prices are undergoing structural adjustments: From October 12th to 18th, 2025, NVIDIA product prices showed a pattern of structural adjustments in consumer graphics cards and differentiated competition in data center products. The RTX 4090 and 5090 saw price declines due to inventory pressure and promotional activities, while data center products like the H200 and B300 experienced significant price fluctuations due to technological iterations and policy relaxation.

H3C Exhibited Multiple New Products at GITEX GLOBAL 2025: On October 13, 2025, H3C Group launched several flagship products, including the H3C UniPoD S80000, a supernode designed for trillion-parameter model training and deployment, and the new-generation 800G AI intelligent computing switch H3C 9828-128EP. H3C also showcased its next-generation lossless network solution based on the DDC architecture, intelligent computing security solutions, all-optical network solutions, and its core Wi-Fi 7 all-scenario AP.

Sanwei Communications made its global debut at Futurecom 2025, the 30th Latin American communications event held in São Paulo, Brazil, from September 30 to October 2, 2025. Sanwei Communications showcased its next-generation 5G integrated small base station, the nCELL-M, and its next-generation remote product, the N3 Plus. The nCELL-M is based on Qualcomm's latest FSM200 platform, utilizing a 4nm process and featuring a built-in 5G core network. The N3 Plus, a mere 5L device, covers the full 600MHz to 4200MHz frequency band.

Steam and other platforms hit by cyberattacks: On October 8th, several major online service platforms and businesses worldwide experienced service outages, including Steam and Riot Games. According to data from the global service monitoring platform Downdetector, the outages began around 8:00 PM Eastern Time on October 6th. Industry insiders speculate that a coordinated cyberattack may have occurred, with the initial identification of a botnet called "Aisuru" as the likely mastermind.

At the 2025 Cloud Computing and Big Data Expo in Hangzhou on September 24, Lenovo unveiled its comprehensive AI strategy, spanning "device - infrastructure - solutions," under the theme of "Hybrid AI: Empowering Innovation and Productivity." This included a groundbreaking "dual-loop" phase-change immersion cooling system with a PUE as low as 1.035, setting a new industry record; a robust hardware portfolio featuring the Tianwei WA7880a G3 server and the Wanquan AI all-in-one system, supporting petascale AI computing clusters; and real-world case studies with leading organizations like Peking University and Suihong Huachuang, demonstrating its capabilities. This launch not only showcased Lenovo's technological dominance in AI infrastructure but also marked the transition of its "one horizontal, five vertical" computing strategy from concept to practical implementation, providing a replicable model for AI transformation across various industries.