1. SK Hynix will invest 21.6 trillion won (approximately US$15.1 billion) in its chip factory.
2. Driven by demand for memory chips, Shenggong Technology's net profit in 2025 is expected to increase by 146.54% year-on-year.
3. HP issued a profit warning: Due to soaring memory chip costs and tariff pressure, its full-year performance will be at the lower end of its guidance range.
4. Memory chip costs continue to rise; mobile phone manufacturers may adjust prices in early March.
5. Apple may release five new products next week; entry-level MacBook mass production in March may see price increases due to rising memory chip prices.
6. Memory chip price increases have been implemented; Beijing Junzheng stated that DRAM prices have increased significantly, while Nor Flash and computing chips have also seen price increases.
7. MOSFET prices are rising; Xinjieneng will raise prices by 10% or more starting in March, with several other chip manufacturers following suit.
8. Reports indicate that Samsung and Micron will roughly split the first batch of DRAM memory orders for the Galaxy S26 series smartphones.
9. Hygon Information's net profit increased by 31.66% year-on-year in 2025, but Q4 results fell short of expectations.
10. Driven by AI demand, a comprehensive price increase for passive components is imminent.
11. Paul Chan: The pilot production line for the third-generation semiconductor chip technology R&D and trial production at the Hong Kong Microelectronics Research Institute will be operational this year.
