The memory chip shortage has escalated into a severe crisis as upstream international manufacturers finalize contract prices for the fourth quarter of 2025. Intense competition for supply has driven the order fulfillment rate of major US and Chinese customers down to about 70%. Server DRAM contract prices have surged sharply by 40-50%, with capacity constraints also impacting lower-priority customers, whose fulfillment rates could drop below 40% over the next two quarters.

10月28日，TCL电子控股有限公司（“TCL电子”01070.HK）今天公布2025年前三季度全球TV出货量数据。得益于产品结构优化带动，第三季度TCL TV全球出货量达761万台，带动前三季度累计出货量达2,108万台，同比增长5.3%。其中，TCL电子深耕显示技术领域，持续加码研发投入，推出的Mini LED TV凭借卓越的画质表现与创新体验，获得全球用户广泛青睐，今年前三季度TCL Mini LED TV全球出货量同比大幅增长153.3%至224万台。

据欧莱新材消息，近日，欧莱新材新工厂为客户供应的G10.5世代线ITO靶材成功出货。

10月28日，据小米公司微博消息，今天，小米智能家电工厂正式投产。