1. Chinese scientists have successfully developed a "fiber chip."
2. Kioxia's production capacity for this year has been completely sold out.
3. Institution: AI computing architecture upgrades may drive the memory market value to a new peak in 2027, with an estimated annual growth rate exceeding 50%.
4. Samsung responds to memory price increase rumors: There has been no 80% price increase across all products.
5. Samsung Electronics' HBM4E base chip has entered the back-end design stage.
6. UBS: Automotive-grade memory faces the dual pressure of rising prices and supply shortages.
7. TrendForce: The overall memory industry value is estimated to reach US$551.6 billion in 2026.
8. Qiangrui Technology: Dongguan Aluminum currently mainly supplies precision structural components for liquid cooling modules to N and G customers through companies such as Qihong, with a relatively high supply share.
9. GigaDevice: Net profit is expected to increase by about 46% year-on-year in 2025; the steady upward cycle of the memory industry and optimized supply and demand structure are driving both product price and volume increases. 10. Qiangyi Technology: High-end logic chips are entering mass production, and storage probe cards are contributing new revenue.
11. CITIC Securities: We recommend focusing on advanced packaging and storage packaging as core business areas.
