华为4月20日发布Pura90系列、Pura X Max折叠手机及首款鸿蒙AI眼镜，并公布价格。尽管存储芯片涨价，华为仍保持稳定定价策略，Pura90标准版起售价与上代持平，展现市场竞争力。
全球存储芯片巨头美光与英伟达达成共识，计划在2030年前打造全自动化“AI自主工厂”。通过数字孪生技术实现虚拟模拟，推动半导体制造全面自动化，减少人工介入。
2026年第一季度，全球存储芯片市场因AI数据中心需求激增，DRAM和NAND价格涨幅远超预期。TrendForce大幅上调预测：DRAM合约价涨幅从55%–60%修正至90%–95%，NAND闪存涨幅从33%–38%调高至55%–60%，显示价格在短期内急剧攀升。
三星电子2025年第四季度营业利润达20万亿韩元，同比暴增208%，创历史新高。销售额同比增长23%至93万亿韩元。业绩主要受全球AI服务器建设热潮驱动，存储芯片尤其是DRAM需求旺盛、价格飙升，成为利润增长核心引擎。
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