1. US Commerce Secretary threatens: Memory chip (capacity) construction must either be done in the US or a 100% tariff will be imposed.
2. US Commerce Secretary: South Korean companies will face a 100% chip tariff if they do not increase investment in the US.
3. Morgan Stanley: DDR4 prices may rise by 50% in Q1, and NOR Flash prices will rise by 20%-30%.
4. Micron Technology plans to acquire Powerchip Semiconductor's wafer facility in Taiwan for $1.8 billion to expand its memory chip production capacity.
5. Biwin Memory: The company's wafer-level advanced packaging manufacturing project is still in the prototyping and verification stage; the progress of its advanced packaging business may fall short of expectations in the future.
6. Tongfu Microelectronics: The company's business scope fully covers the packaging and testing of mid-to-high-end FLASH and DRAM products and has established long-term and stable cooperative relationships with leading companies.
7. Reports indicate that Samsung has promoted its SF2P 2nm process technology to partners, which is expected to be adopted by the Exynos 2700 and Tesla's AI6 chips.
8. Shanghai's 15th Five-Year Plan recommends promoting full-stack innovation in artificial intelligence and strengthening the coordinated development of high-performance intelligent computing chips, high-quality corpora, and high-efficiency intelligent computing clusters.
9. Spacetime Technology and others have established storage technology companies, including integrated circuit and semiconductor businesses.
10. Dongxin Semiconductor: The market price of the niche storage chips the company is involved in has gradually recovered.
