1. The memory chip market enters its strongest cycle in history, with the market capitalization of South Korea's two chip giants exceeding $1 trillion.
2. Samsung holds 30% of the NAND market share, and HSBC significantly raises its profit forecast for Samsung.
3. Samsung and SK Hynix plan to expand their advanced NAND production capacity.
4. TrendForce predicts that PC DRAM memory prices will double sequentially in Q1 2026, reaching a new high.
5. Reports indicate that Apple's M6 chip will adhere to TSMC's 2nm N2 process, prioritizing architecture upgrades over process iterations.
6. SoftBank's SAIMEMORY and Intel signed a formal agreement to jointly promote the commercialization of ZAM memory.
7. Lianyun Technology: Driven by a recovery in storage demand and AI, net profit is expected to increase by 20.36% year-on-year in 2025.
8. ACEMAGIC launches the M5 mini PC: 14th generation Intel Core HX processor + DDR4 memory.
9. Minix launches NeoZ95 mini PC: Intel N95 processor, 16GB onboard memory, dual Gigabit Ethernet ports.
10. Puran Technology: The company's NOR Flash prices are currently maintaining a generally moderate upward trend, with some memory chip products seeing reasonable price increases.