1. Chinese Academy of Sciences' new AI chip approach published in Science; new ferroelectric material structure breaks through storage density limits.
2. South Korean media: Samsung Electronics raises NAND prices by 100% in Q1.
3. Samsung Electronics will supply HBM4 chips to Nvidia in February.
4. Artificial intelligence-induced memory shortages force automakers to redesign semiconductors.
5. Inspur Communications applies for a patent for a knowledge base retrieval method based on page-based memory architecture, improving the efficiency of knowledge acquisition for large models.
6. SanDisk's surge has already caused short sellers to lose $3 billion.
7. Yiyitong: Will provide more resources to focus on the storage sector in the future and will also consider investing in and acquiring related companies.
8. Suzhou Goteck: The company is not currently involved in memory chip packaging.
9. Shenggong Shares: Net profit attributable to parent company in 2025 is expected to increase by 119% to 167% year-on-year; increased operating rates of memory chip plants drive rapid growth in the company's silicon component revenue.
10. AMEC: 2025 net profit is expected to increase by 29%-35% year-on-year, with a significant increase in new shipments of high-end products targeting key etching processes in advanced logic and memory device manufacturing.
11. Shannon Semiconductor: 2025 net profit is expected to increase by 82%-135% year-on-year, with growth in sales volume of enterprise-level memory products.
