1. Storage giant Micron invests $24 billion over ten years to build a memory chip manufacturing base in Singapore.
2. Tight upstream supply and soaring prices lead some storage manufacturers to expect a significant increase in net profit.
3. Microsoft launches its latest AI chip to reduce reliance on Nvidia.
4. Nvidia (NVDA.O) reaches an agreement with Coreweave to accelerate the construction of its AI factory; Coreweave will use Nvidia's CPUs and storage platforms.
5. JPMorgan raises its target price for Intel to $35 but reiterates its "underweight" rating, citing rising memory prices impacting PC demand prospects.
6. Senior executive warns that rising memory chip prices and supply shortages will continue for another two years.
7. User-side optical storage solution provider Shuo Ri New Energy initiates IPO preparation.
8. Dongxin Technology: The company's storage products are currently all in a price-rising cycle, showing a continued positive trend.
9. Institutional analysts predict that laptop shipments will decline by 14.8% quarter-on-quarter in Q1 2026 due to pressure from rising CPU and memory prices.
10. Puran Technology expects its Q4 2025 net profit to increase by 696% quarter-on-quarter, with its "Storage+" series products continuing to rapidly increase market share.
