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On November 3, QuestMobile released the "China Mobile Internet Autumn Report." As of September 2026, the scale of monthly active users in China's mobile internet reached 1.281 billion, a slight increase of 0.9% year-on-year; the average usage time per user in September was 189.8 hours, a year-on-year increase of 6.5%. Short drama videos and short videos have become the core sources of growth in usage time, contributing a growth rate of 111.5% as of September 2026. In that month, the total net increase in usage time for short drama video and short video apps was 13.329 billion hours and 5.717 billion hours, ranking first and second in the duration growth track, while the net increase for AIGC was 978 million hours, with the total usage time for online videos declining by 1.38 billion hours during the same period.In terms of user numbers, the top three applications within the Douyin Group in September 2026 were Douyin, Hongguo Free Short Drama, and Doubao, with deduplicated total user counts of 1.029 billion, 430 million, and 419 million respectively, with Hongguo surpassing Doubao. The top three applications in the same period last year were Douyin, Jinri Toutiao, and Douyin Lite. The user scale of the short drama video industry increased from 10 million to 400 million in less than three years, with a compound annual growth rate of 443.1%. Douyin, Kuaishou, and their lite versions occupy the top four positions in the short video industry and continue to show growth.Specifically, in September 2026, Hongguo Short Drama had 430 million monthly active users, while Hongguo Comic Drama had 7.883 million, with a year-on-year growth rate of 268.7 times. The newly launched Green Bubble Short Drama at the end of September reached 156 million monthly active users. The Hippo Theater app had 30.8 million active users in September, a year-on-year decline of 40.3%; the user volume of the top ten short drama mini-programs has exceeded that of the Hippo Theater app, with Lianqu Short Drama and Ceylon Theater having 75.17 million and 45.67 million respectively. According to iiMedia Consulting, the market size of China's micro short drama is projected to be 50.44 billion yuan in 2024, reaching 67.79 billion yuan in 2025, and expected to be 79.33 billion yuan in 2026.

Elon Musk mocked OpenAI CEO Sam Altman on X with a meme regarding the idle memory of home computers. In an interview on the YouTube channel Cheeky Pint, Altman stated that from a global resource allocation perspective, allowing the world's limited DRAM supply to sit idle in personal computers and only being used 5% of the time is "quite bad." In a constrained supply environment, it should be maximized in the cloud, but many people's intuition is contrary to this.Musk posted a meme of the Nazi officer Hans Landa, played by Christoph Waltz in "Inglourious Basterds," on Sunday, captioned "You are withholding DRAM and not giving it to the cloud, right?" and wrote, "People should also have their own RAM!"This clash is a continuation of the long-standing conflict between the two OpenAI co-founders. The two co-founded OpenAI in 2015 with others, and Musk left in 2018. Musk sued OpenAI and Altman in 2024, accusing them of deviating from the nonprofit mission of the open organization; in May of this year, a federal jury in California dismissed the $150 billion lawsuit, ruling that OpenAI, Altman, and President Greg Brockman bore no liability on all counts. Altman also attributed part of the memory shortage to the caution of storage manufacturers, stating that in the past, DRAM producers "invested $20 billion in capital expenditures but only earned $19 billion," and companies that experienced previous overcapacity cycles are slow to expand production.

According to an exclusive report from "Du Jia," Douyin is currently testing exclusive interactive props for short drama scenes. Viewers can spend platform diamonds to send these props, which will trigger corresponding interactive effects in the short drama, allowing viewers to transition from simply "watching the drama" to paying for participation in the storyline.The report indicates that some short dramas will display entrances for props like "Iron Sand Palm · 1 Diamond" at key conflict points in the plot, with 1 diamond approximately equal to 0.1 yuan. This model opens up an interactive tipping monetization channel beyond traditional full episode unlock payments, advertisements, and short drama cards. In terms of industry background, current short drama revenue is highly concentrated among a few hit titles, putting significant pressure on small to medium projects to recoup costs, while one-time full episode payments filter out users who are only willing to make small payments. Prop payments will connect live tipping capabilities to short drama content, aiming to tap into the fragmented consumption potential of existing users.The report also warns that low-threshold props may provoke controversies related to deliberately creating conflicts and inducing consumption, requiring the platform to maintain ongoing regulation.

RBC Capital Markets released a research report stating that the demand for artificial intelligence continues to exceed supply, and the rise in high bandwidth memory (HBM) prices is expected to support the overall average selling price of DRAM. Memory chip manufacturer SK Hynix will continue to benefit from the memory chip upcycle. The report indicates that HBM prices could rise by 80% to 100% by 2027. RBC believes that the DRAM upcycle, which has already lasted for 14 quarters, will continue for another five quarters, with supply tightness expected to persist until 2027.RBC expects SK Hynix's third-quarter performance to slightly exceed market consensus, with revenue projected to reach 101.2 trillion Korean won and adjusted earnings per American Depositary Share to be 8,917 won (approximately $6.72). The DRAM contract price is expected to increase by 20% quarter-on-quarter in the third quarter, with a potential further increase of 15% in the fourth quarter. RBC reiterated its "Outperform" rating with a target price of $200, about 40% higher than the latest closing price. In the U.S. stock market, SK Hynix's stock price surged over 4% on Monday, closing at $142.62.Nomura Securities recently stated that the shortage of memory chips will continue until 2028, maintaining "Buy" ratings for Samsung Electronics and SK Hynix, with target prices of 670,000 won and 4.7 million won, respectively. KB Securities in Korea stated on Monday that the price-to-earnings ratios of both companies have dropped to about 3 times. This Wednesday, SK Hynix will release its third-quarter financial report, and according to a FnGuide survey, analysts expect revenue of 98.2 trillion won and operating profit of 77 trillion won. According to media reports, the company is considering distributing a special dividend of about 16 trillion won.

According to sources citing QuestMobile data, as of August, Tencent's short drama mini-program Green Bubble had 143 million monthly active users. In the first week of October, the weekly active users reached 89.68 million, a 44.1% increase compared to the first week of September. After officially renaming the product in July, the weekly active users approached 90 million within about three months.DataEye monitoring shows that from October 1 to 7, Green Bubble's short drama had a total of 43,000 material placements, with an average daily placement volume increasing by 57% compared to the week before the holiday. The growth mainly came from fully replacing the original short drama mini-program entrance and support from the WeChat ecosystem traffic, which includes Video Accounts. The daily active users of Video Accounts are 600 million, making it a key part of the WeChat ecosystem distribution.Green Bubble continues to expand its content offerings, including live-action dramas, AI dramas, and animated dramas. Currently, Hongguo short dramas are leading in the short drama sector with a free standalone app model, while Kuaishou, Pinduoduo, Taobao, and Baidu have also entered the short drama space.

According to "Reading Plus," the short drama application Hongguo Short Drama App, owned by ByteDance, has launched "Xiaoguo AI." This feature has undergone a period of gray testing and is now officially online, relying on the Doubao large model. It is labeled as Hongguo AI BOT within the app and is positioned as an AI assistant for finding short dramas, providing series search and recommendations. The report states that this is the first time Hongguo has integrated conversational AI into the user-end drama search scenario, beyond AI short drama production.According to practical tests by "Reading Plus," the main entry point is located in the app's search bar. Clicking it leads to the conversation page, and users can also ask questions in the comment section by @XiaoguoAI. The page features quick questions, such as "What short dramas are everyone watching?" and "What are the differences between male-oriented and female-oriented short dramas?" When users input keywords, it returns a list of suggestions, a trending short drama list, and series popularity. The AI responses can pop up short drama cards with play buttons, which redirect to the viewing page when clicked.This tool relies on generative models and search plugins to return information such as titles, plot summaries, poster stills, reputation ratings, and playback channels based on keywords and viewing preferences. From user feedback, it can also record update requests and push notifications when new seasons of followed series are available for reservation.

According to a report from ZDNet Korea on October 20, the AI chip company Groq, which has been effectively acquired by NVIDIA, is advancing the introduction of DRAM 3D stacked packaging in its next-generation chips to replace the fast but lower-capacity SRAM solution. Groq was founded in 2016 by former Google TPU designer Jonathan Ross, and it was reported that the company was acquired by NVIDIA in a roundabout manner last year.The report states that Groq is evaluating a solution called 3DS, which vertically connects DRAM chips through silicon vias for high-capacity packaging. 3D packaging allows multiple bare chips to be stacked vertically and operate as a single chip, reducing area and improving power efficiency compared to planar solutions. Both 3DS and HBM use silicon vias, but HBM focuses on transmission speed, while 3DS maintains existing DRAM interfaces and focuses on capacity expansion. Anonymous industry insiders indicated that Groq plans to adopt 3D packaging in its next-generation chips, stacking DRAM instead of SRAM; another individual noted that market demand is shifting towards larger capacity chips, prompting Groq to choose DRAM, which has a capacity advantage.

The National Radio and Television Administration released the "China-ASEAN Micro Short Drama International Communication Development Report." The report states that micro short dramas, as a new form of online audio-visual content that originated in China, are becoming the fourth largest global audio-visual product form after American films, Japanese animations, and Korean dramas. The cooperation in micro short dramas between China and ASEAN is deepening, becoming an important carrier for China-ASEAN digital economy cooperation and cultural exchanges.The report indicates that the market size of micro short dramas in China continues to grow rapidly. By 2025, a total of 33,000 micro short dramas will be launched nationwide, and from January to September 2026, the number of launched micro short dramas will reach 490,000, which is 13 times that of the entire year of 2025. The user base of micro short dramas has reached 850 million, with monthly active users exceeding 600 million. By 2026, the overseas micro short drama market outside of China will exceed $6 billion, a year-on-year increase of 67% compared to 2025.The report also states that platforms with a Chinese background dominate the global market. From January to September 2026, all of the top 10 micro short drama apps in terms of downloads in overseas markets have a Chinese background, and among the top 10 platforms in terms of in-app purchase revenue, 9 are also of Chinese background.

According to a report by Reuters, Micron's Taoyuan union in Taiwan announced on October 20 that it plans to initiate a strike this Thursday to protest the dispute over employee bonuses and profit-sharing plans, and to support the Taichung union, which is currently in mediation negotiations with the company.Currently, the mediation between the Taoyuan union and Micron broke down in September, and the former received authorization from its members to strike in early October. The Taichung union represents Micron's largest operational department in Taiwan and is still negotiating with the company, having not yet voted on whether to strike. Micron has approximately 15,000 employees in Taiwan, primarily producing key components for AI servers, DRAM, and high-bandwidth memory (HBM). The Taoyuan union did not specify the duration of the strike, and Taiwan's regional leader Lai Ching-te called on both sides to negotiate sincerely last week.

Micron Technology Vice President Li Zhe stated at the Korea Semiconductor Exhibition SEDEX 2026 held at COEX in Seoul that the company is developing Edge Inference Memory (EIM) for physical AI. The industry expects this product to enter mass production in the second half of 2028. Micron is researching the use of EIM in LPDDR6 to meet the demand for low-power DRAM in applications such as autonomous driving and humanoid robots, and is in discussions with major customers regarding related products.According to a report by the Science and Technology Innovation Board Daily, EIM is positioned between AI chips and memory, utilizing a method of stacking LPDDR on logic chips to process inference data at high speed, although the computing architecture has not been fully disclosed. Li Zhe mentioned that current robotic AI models have about 1 billion to 2 billion parameters, with low bandwidth requirements; however, as more advanced visual language models emerge, LPDDR alone will not suffice, and HBM will eventually be used for humanoid robots. Micron anticipates that future high-performance humanoid robots will require approximately 200 GB of DRAM and 4 TB of storage, while current service robots require about 12 GB of DRAM and 256 GB of storage.Micron CEO Sanjay Mehrotra stated that the storage capacity of a single humanoid robot is about 10 times that of an ordinary L2+ passenger vehicle. The storage industry may enter a period of sustained demand growth for several decades around 2030, driven by the need to synchronize data from hundreds of sensors and run large models locally for millisecond-level control. Counterpoint Research predicts that global DRAM demand for humanoid robots will increase from approximately 8,300 Tbit this year to about 172,000 Tbit by 2030.

NVIDIA has requested Samsung Electronics, SK Hynix, and Micron Technology to use TSMC's 3nm process for the production of NVHBM, while the core bare chips will utilize sixth-generation DRAM technology. Samsung Electronics has decided to accept NVIDIA's technical requirements but will not comment on matters involving customers.

Phoenix Technology reported that on October 19, ByteDance's cloud and AI service platform Volcano Engine launched the Seedance Premium AI Drama Incentive Program, providing financial incentives for premium AI short dramas produced using Seedance and launched on the Hongguo Short Drama App. This program excludes live-action dramas and is only open to AI comics, AI simulated dramas, and other AI-generated forms. The video content of the submitted works must be entirely produced using Seedance, with the usage of Seedance 2.5 accounting for more than 50%, and the generation format through API or tool platforms is not limited.Works must rank within the top 50 AI dramas of the month based on Hongguo's popularity index and pass the review. The applicant can be a company or an individual and must ensure that the information is true and complete. The incentives are divided into three tiers based on monthly rankings: for TOP 1 to TOP 10, 200,000 yuan per work; for TOP 11 to TOP 20, 100,000 yuan per work; for TOP 21 to TOP 50, 50,000 yuan per work. The distribution method is 50% cash plus 50% equivalent vouchers. The vouchers can be chosen by the applicant at the time of registration from three options, including an equivalent Volcano Ark API Token, equivalent "Drama Creation" usage rights, or equivalent "Comic Creation Tool" usage rights. Selected works must cooperate to complete the verification of the work and generation records, and if necessary, submit original generation materials. Those who do not pass the verification or have false declarations will be disqualified from receiving incentives. The deadline for the first phase of the activity is January 31, 2027.

Market research firms Counterpoint Research and TrendForce stated on the 18th that China's DRAM manufacturer Changxin Storage's monthly wafer production capacity is expected to expand from the current approximately 320,000 wafers to 420,000 wafers by 2027, adding about 100,000 wafers in just over a year, an increase of 31.3%.The industry expects that Changxin Storage's monthly DRAM wafer production capacity will reach 500,000 to 600,000 wafers by the end of 2028. If calculated at the upper limit of 600,000 wafers, this would be an increase of 280,000 wafers compared to the current level, an increase of approximately 87.5%.

According to DealSite, storage chip manufacturer SK Hynix is expanding the mass production of the sixth-generation high bandwidth memory HBM4. However, some industry insiders believe that the expansion speed is slower than expected, and some equipment orders planned for this year may be postponed until next year.Industry insiders stated that some equipment originally scheduled for delivery in the second half of this year has shown signs of delay, and subsequent order plans have not yet been clarified. An anonymous source indicated that some equipment originally planned for this year may be pushed to next year, and there is no data confirming whether the delivered equipment is operating at full capacity. The investment plans related to HBM4 for next year have not been specifically communicated to some partners, and this year's orders have largely been completed, but there are no clear signals of increased or decreased investment. Reports suggest that the direct correlation between the equipment investment schedule and product quality issues has not yet been confirmed.Liu Henggen, a researcher at Daxin Securities, believes that concerns about major customers' HBM4 quality issues leading to performance below expectations are excessive. There may have been some issues in the backend process, but they cannot be regarded as insurmountable risks, and it is not yet time to discuss bad compensation. There are also industry claims that, against the backdrop of rising prices for general memory, some HBM investments may shift towards general memory. SK Hynix plans to prioritize the introduction of DRAM production equipment into the first cleanroom of the Yongin cluster Y1 wafer fab, and the industry expects that the initial production line will adopt the sixth-generation 10-nanometer 1c process, with the new capacity being prioritized for general DRAM. Some opinions also suggest that changes in the schedule of certain backend equipment are insufficient to determine that HBM4 mass production is hindered, as SK Hynix has already supplied HBM4 16-layer samples to major customers.

Changxin Storage (CXMT), a Chinese memory chip company, announced that it has made key progress on a new storage architecture. Samsung Electronics and SK Hynix are also advancing similar architectures to increase storage density. The company's president, Cao Kanyu, stated at an industry event in Shanghai that Changxin Storage plans to launch new server memory products based on this architecture by the end of 2026, according to a company statement.The architecture is designed as 4F², meaning each memory cell occupies an area of 4F², where F is the minimum line width of the semiconductor. The company claims that this proprietary transistor design can improve storage density and efficiency by accommodating more memory cells on a single chip. Currently, mainstream commercial DRAM uses a 6F² cell structure.

IT Home cited a report from Money Today on October 8, stating that Samsung Electronics' Mobile Experience (MX) division plans to cut smartphone production, with a maximum reduction of 30% in the fourth quarter of 2026. Several IT industry insiders have indicated that Samsung's MX division has notified multiple partners to reduce product supply by 20% to 30%. IT Home noted that the original text did not specify whether this 30% is compared to the previous quarter, year-on-year, or against earlier expected production.In terms of production, Samsung Electronics originally planned to rely on new products like the Galaxy Z Fold8 to produce up to 270 million smartphones for the year. After the significant reduction in the fourth quarter, the final annual production is expected to drop to just over 200 million units, exceeding market expectations. IDC data shows that smartphone shipments in the first and second quarters of this year were 62.4 million and 62.7 million units, respectively, with previous forecasts predicting shipments of 59 million and 52 million units for the third and fourth quarters, indicating a decline of about 12% in the fourth quarter compared to the third quarter.Money Today reported that the rise in memory prices is the core driving factor behind the production cuts. TrendForce data shows that the price of 12GB low-power DRAM (LPDDR5X) for smartphones was $145 to $146 in the second quarter of this year, an increase of 175% compared to the same period last year. The report also stated that demand for artificial intelligence has driven up memory prices, with smartphone DRAM prices expected to rise by about 20% in the third quarter, reaching as high as $180. IT industry insiders stated that Samsung's current smartphone sales are no longer profitable, and the production cuts are a strategy to maintain overall profitability.