1. SK Hynix will exclusively supply HBM3E chips for the Maia 200.
2. A $550 billion investment plan between Japan and the US has been revealed: a synthetic diamond factory is a core project, to be announced before the Prime Minister's visit to the US.
3. Muxi Technology releases its XiSuo X series scientific intelligent GPUs.
4. Industry insiders predict that the memory shortage may last for at least two years.
5. Driven by product price increases, memory chip companies are performing well, and the industry's high prosperity is expected to continue in 2026.
6. "Memory+" volume increases offset the annual decline, with PuRan Technology's Q4 net profit surging sequentially.
7. The supply-demand imbalance is unlikely to improve, keeping NAND resource costs high, and industry, channel, and embedded product prices continue to rise.
8. Yingxin Development acquires Changxing Semiconductor for 520 million yuan, entering the memory chip business.
9. Shennan Circuits: Benefiting from the growth in AI computing power and memory demand, net profit is expected to increase by 68%-78% in 2025. 10. A new superconducting nanowire memory has achieved a record low error rate.
