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According to the "Science and Technology Innovation Board Daily," sources close to Tencent have revealed that WeChat's "Look" feature is currently undergoing a small-scale gray testing for a short drama entry. Some users can access this entry to view recently watched short dramas. This entry aims to help users more conveniently find high-quality short drama content and enhance the exposure of creators.In addition, Tencent launched the "Green Bubble Short Drama" free mini-program within the WeChat ecosystem in October this year. The previously existing "Short Drama" mini-program in the WeChat ecosystem has also been renamed to "Green Bubble Short Drama" and has entered the gray testing phase.

Tavi Costa, founder and CEO of Azuria Capital, stated that Bitcoin is currently "severely undervalued," and many previous supporters have chosen to give up. He expects that as the Federal Reserve's interest rate hike cycle comes to an end, both Bitcoin and silver will experience "dramatic volatility."Costa believes that the next decade will be dominated by two macro forces: a weakening dollar and suppressed yields. Against this backdrop, silver and mining stocks have become his favorite hard asset trading targets, and he claims that mining stocks appear to be a macro arbitrage opportunity.He also mentioned that gold has experienced about a 30% pullback during a long-term bull market, and the current situation of silver and Bitcoin is "very similar"; at the same time, he believes that there is no AI revolution without metals, and high-grade silver mines cannot be created out of thin air.

Multiple storage industry insiders have revealed that some leading companies have verbally informed channel partners of their intention to raise prices for enterprise-grade chips. The official price increase notice has not yet been formally issued, but prices on the channel side have already begun to move, with several agents confirming the aforementioned price increase signals. One agent from SK Hynix stated that prices are increasing daily and observed that the second-hand recovery prices are continuously rising, driving overall quotes upward; the price adjustment path involves provincial agents adjusting prices weekly, with the prices of agency products being passed down further.One agent from Samsung indicated that this round of price increases is not a universal rise across all categories, but is mainly concentrated on the DRAM contract side and enterprise-grade SSDs at both the manufacturer and channel levels, rather than a comprehensive increase in consumer-grade NAND. This agent noted that the major demand still comes from data centers, while feedback from the grassroots level indicates that demand is generally average. Since the price increases are initially focused on the DRAM contract side and enterprise-grade SSD segment, when prices are transmitted from manufacturers outward, they first reach manufacturing companies and module manufacturers, rather than end consumers.

According to "Du Jia," JD.com is quietly testing an independent short drama product called "JD Drama Benefits Club," which adopts a free model. The product introduction describes it as a free short drama that supports watching dramas to receive benefits and discounts, with items featured in the dramas available for direct purchase and shipped by JD.com. "Du Jia" did not see any related e-commerce entry during the actual experience. The homepage features a "Recommended for You" section, with categories including Urban Daily, Mystery and Reasoning, God of War Returns, Rebirth, and Slapping Faces and Abusing Scum.The released episodes include "Seeing Old Friends at the Floating Lanterns" and "Hidden God," with the number of episodes ranging from dozens to hundreds, allowing users to scroll up and down to watch. The content page includes a "Watch Full Series" button and offers features such as favorites, viewing history, and speed adjustment. The product form is similar to mainstream short drama products on the market, with a more minimalist interface. The official introduction states it is a comprehensive collection of free short dramas, where watching dramas allows users to receive benefits and discounts, with items featured in the dramas available for direct purchase, shipped by JD.com.

According to The Information, at the request of Nvidia (NVDA.O), TSMC (TSM.N) is considering producing 3D DRAM.

According to China Blue News, on November 6, at the 2026 World Internet Conference in Wuzhen, Sohu founder, chairman of the board, and CEO Zhang Chaoyang admitted that he "missed the mobile internet." In the face of major companies heavily investing in large models, he explained that the outside world perceives Sohu's attitude towards AI as "calm," but "it is actually a conscious choice," because "large models require resource competition, which we cannot afford."When discussing algorithms and social interaction, Zhang Chaoyang stated that he does not oppose algorithms, but in product design, he chose not to pursue algorithmic recommendations, believing that some users would prefer to obtain information through real human social interactions. Regarding the short drama sector, he judged that the popularity of short dramas in China has not been replicated in the U.S. market, where American users still prefer long dramas and movies, saying, "The phenomenon of short dramas may be fleeting, or it may be a part of the future." He revealed that he does not watch short dramas, let alone AI short dramas.

According to the latest global storage market tracking report for the third quarter of 2026 released by market research firm Counterpoint Research, driven by strong demand for AI accelerators and data centers, as well as rising prices, DRAM revenue in the third quarter of 2026 increased nearly fivefold year-on-year.The agency stated that the current market is in a price-driven super cycle rather than a shipment-driven cycle. This quarter, DRAM bit shipments grew by only about 4%, but market revenue has approached $200 billion, approximately five times that of the same period last year.The report noted that AI has transformed storage from a commodity into a scarce high-value resource, with buyers now competing for supply assurance rather than repeatedly negotiating on price. With prices continuing to rise, suppliers are expected to set new profit records in the next quarter.

According to Bloomberg, due to ongoing labor disputes with employee unions, Micron Technology has essentially suspended its plans to build a new storage chip factory in Taoyuan, Taiwan, with a project investment budget of $3 billion to $4.5 billion, originally scheduled to start production in 2028. Sources indicate that Micron is concerned that the agreement reached with the union may be overturned, and currently only a small amount of site safety maintenance work is being retained, after which construction will be frozen.The dispute arises from employees' demands to share the profit growth brought by the AI boom. The Taoyuan union is requesting that Micron distribute 15% of its operating profits to global employees and hopes to receive a full cash bonus rather than a portion in stock. Although Micron reached an agreement with the larger Taichung union in October, some employees are dissatisfied with the terms of the agreement, and the Taoyuan union is attempting to expand its organization to push for renegotiation.The project was originally planned to produce high-bandwidth memory (HBM) and DRAM using ASML's advanced equipment. Taiwan currently contributes about 60% of Micron's DRAM output and is also an important production base for HBM, employing approximately 15,000 people. Micron responded that the company's existing operations in Taiwan are normal and will ensure business continuity for customers, but did not directly comment on the suspension of the Taoyuan project. Taiwan's economic department stated that the government will assist Micron in resolving differences with the union and promote the implementation of the investment plan.

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.