1. SK Hynix and SanDisk officially launched the global standardization process for their next-generation memory chip, "HBF".
2. IDC: Memory chip shortages will cause the smartphone market to shrink by nearly 13%.
3. Goldman Sachs: Nvidia's strong earnings report failed to prevent a stock price decline, with profit-taking pressure emerging.
4. Broadcom executive: Expects to sell at least 1 million 3D stacked chips by 2027.
5. Institution: Global average mobile phone memory reached a record high of 8.4GB in December 2025.
6. Xiaomi's Hu Xinxin: Upstream memory price increases will trigger a positive feedback loop of rising downstream mobile phone costs.
7. Soaring storage costs + improved cloud AI computing power, Honor's Lin Lin stated that the form and usage of all 3C devices may undergo a major transformation.
8. High-density, low-power "bio-electronic" storage device successfully developed.
9. PuRan Technology: Net profit in 2025 decreased by 28.79% year-on-year, while revenue from memory chip products increased compared to the same period last year. 10. TrendForce: Price increases will drive DRAM industry revenue growth to 29.4% in Q4 2025.
11. Sources: Rare earth shortages are worsening in the US aerospace and semiconductor industries.
