1. US flash memory stocks surged overnight, with Seagate Technology and SanDisk closing up over 5%.
2. SMIC: The company's memory and BCD components are in short supply and prices are rising.
3. Samsung Electronics: Has begun mass production of HBM4 and is shipping to customers commercially.
4. Samsung Electronics: Is preparing to ship sample products of the upgraded HBM4E in the second half of 2026.
5. Japanese storage giant Kioxia's fourth-quarter revenue was ¥543.6 billion, an increase of ¥95.3 billion quarter-on-quarter.
6. Kioxia: Strong demand from data centers is expected to lead to a supply shortage of NAND flash memory.
7. Lenovo Group's Yang Yuanqing: Prices of storage and other components are likely to trend upward throughout the year.
8. Counterpoint Research survey: The surge in memory prices is impacting the supply of broadband routers and set-top boxes.
9. BlackRock Korea ETF (whose two largest holdings are Samsung Electronics and SK Hynix) attracted $281 million in a single day, marking the largest inflow in 25 years.
