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AI & Enterprise

Could SpaceX-Tesla merger gain momentum? Shareholder vote and China regulation are wildcards

CNBC reported on Oct. 23 that Wall Street attention is focusing on a potential merger of SpaceX and Tesla after Elon Musk publicly backed the idea. Special committees have been formed at both companies to review a transaction. Some analysts are sceptical, citing governance differences and limited strategic benefits. Musk highlighted the high approval threshold at Tesla. Potential regulatory hurdles and China-related scrutiny were also flagged as key variables.

Industry

China\'s CXMT to double DRAM output, but easing memory shortage seen unlikely

China\'s memory chipmaker ChangXin Memory Technologies (CXMT) is expected to sharply expand DRAM production capacity through 2028, but the supply improvement felt by global PC consumers is likely to be limited. Counterpoint Research and TrendForce forecast wafer output rising from about 320,000 this year to 420,000 in 2027, with a possible 500,000 to 600,000 by 2028. Most additional supply may go to China, and prices are not seen as clearly competitive.

Telecommunications & Media

Apple entry may mark turning point for foldable phones after seven years of trial and error

Foldable phones may be reaching a turning point for mainstream adoption after seven years of technical trial and error, as Apple joins a market where Samsung Electronics, Huawei, Oppo, Honor and Google have worked to improve creases, durability, thickness and prices. Engadget said foldables have overcome many early limitations. Early models faced design, durability and cost issues, while later generations added stronger materials and higher water and dust resistance. Counterpoint projected 2026 iPhone Duo sales of 6 million units.