1. The continued rise in upstream NAND prices has prompted memory manufacturers to intensify cost control efforts, with most finished product prices breaking previous highs.
2. AI storage demand is being reassessed, with US chip stocks such as Micron, SanDisk, and Seagate all hitting new highs overnight.
3. Samsung and SK Hynix are cutting NAND flash memory production to improve profits.
4. Lee Jae-myung: US chip tariffs may lead to US inflation.
5. Musk stated that Tesla has restarted the Dojo 3 chip project, which will be used for space AI computing power.
6. TSMC is increasing investment in advanced packaging, as Apple's A20 chip may adopt WMCM technology.
7. Omdia: Affected by factors such as rising memory chip costs, India's mobile phone shipments in 2025 are expected to reach 154.2 million units, a year-on-year decrease of 1%.
8. JPMorgan: HBM is entering its fourth year of growth, and structural shortages may continue until 2028.
9. Dike Technology: The company's memory business is expected to achieve sustained growth over the next three years.
10. GF Securities: AI inference context storage platforms are beneficial to SSDs.
11. CITIC Securities: Optimistic about investment opportunities in the domestic storage chain, including supporting semiconductor equipment and packaging/testing.
