1. Micron Technology: Memory shortages will continue until after 2026.
2. National Bureau of Statistics: The rapid development of "AI+" has driven the output of memory chips and servers to increase by 22.8% and 12.6% respectively.
3. Chinese manufacturers are canceling orders en masse; after Nvidia's H200 was suspended from entering China: production of necessary components such as PCBs has been halted.
4. Pudong New Area: Increasing investment in the research and development of high-performance AI chips.
5. TSMC's 2nm chip prices have surged, potentially leading to price increases for the iPhone 18 series.
6. Muxi Technology: The performance of its XiYun C700 series is comparable to the H100, with significantly improved computing and storage capabilities compared to the company's current products.
7. AMEC: Soon to launch its first non-volatile memory chip.
8. C-ZhiXin: Has obtained integrated circuit layout design rights for its automated control system chip based on welding robots.
9. Meixinsheng: Plans to invest $3.2 million in Fusionsight PTE. LTD.
10. Pingo Technology: Shenzhen Jiangyuan Technology Co., Ltd.'s T800 chip is expected to enter mass production in the fourth quarter of 2026.
11. Meditech: The company's current production layout does not involve the manufacturing of memory chip components.
