News

BlockBeats News, June 26, Lenovo issued a warning at the ISC 2026 Conference today: DRAM and NAND flash memory prices have entered a phase of structural increase. Even with major manufacturers continuously expanding production, prices are unlikely to return to early 2025 levels, and rising prices will ultimately become the “new normal” in 2030 and beyond. Lenovo showcased price trend charts for DRAM and NAND products during the conference presentation. According to its analysis, even though Samsung, SK Hynix, Micron and other major memory manufacturers are speeding up new capacity construction, the expansion is insufficient to bridge the supply-demand gap, and prices are expected to remain high for a prolonged period. Meanwhile, Micron has publicly stated it cannot meet market demand, including for strategic customers; Samsung and SK Hynix have sent similar signals, and the tight supply situation is unlikely to ease in the short term. This outlook will have far-reaching effects on the entire consumer electronics supply chain. Lenovo warned that high memory costs will be passed down to PCs, game consoles, smartphones and all devices equipped with memory or solid-state drives, meaning consumers will face persistent price increases for equipment over the next decade. According to data presented by Lenovo at the ISC 2026 Conference, this rapid rise in memory prices began in late Q3 to early Q4 of 2025. At that time, DRAM and NAND prices started to move away from their previous cyclical fluctuation range and accelerated towards unexpectedly high levels in the market.

```htmlJinse Finance reported that on June 26, in response to Multicoin Capital's analysis and valuation report on Hyperliquid, Bitwise CEO Hunter Horsley tweeted that people are underestimating Hyperliquid's potential. The crypto industry has long been accustomed to projects lacking strong traditional indicators (such as user numbers, revenue/fees earned by token holders, etc.). Therefore, people's instinct is to measure its scale relative to projects with larger market capitalizations. For example, if ETH's market capitalization is X, then the market capitalization of other tokens might be Y% of that. This way of thinking is outdated. The era of CoinMarketCap rankings has come to an end. We are now entering a new era. Platforms with real substance may be more valuable than people expect.```

Golden Ten Data June 26｜Citigroup has lowered Pepsi's target price from $182 to $170, maintaining a "Buy" rating.