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1. Biwin Storage: Earnings forecast for January-February are 1.5 billion to 1.8 billion yuan; supply shortage in the storage industry. 2. SK Hynix advances its new HBM packaging technology, potentially reducing DRAM layer spacing. 3. Lens Technolog

2026-03-04

1. Biwin Storage: Earnings forecast for January-February are 1.5 billion to 1.8 billion yuan; supply shortage in the storage industry. 2. SK Hynix advances its new HBM packaging technology, potentially reducing DRAM layer spacing. 3. Lens Technology achieves mass production of SSDs. 4. Jiangbolong: The company currently has no HBF-related products. 5. Post-holiday, the storage spot market is gradually recovering; eMMC and LPDDR4X prices rose across the board this week. 6. AMD's Lisa Su stated that there is no "one-size-fits-all" chip for AI infrastructure and responded to memory price increases. 7. Current largest capacity: Micron begins sampling 256GB SOCAMM2 memory modules. 8. Institutions: Surge in AI server storage demand will drive a 23.8% quarter-on-quarter revenue increase for the top five NAND Flash brands in Q4 2025. 9. Wanrun Technology: The company's enterprise-grade ME14000 storage product is still in the verification stage.

Other News
2026-03-05

Ford Motor Company sold 2,122 electric vehicles in the U.S. in February, a 71% year-over-year decrease.

Ford Motor Company sold 2,122 electric vehicles in the U.S. in February, a 71% year-over-year decrease.
2026-03-04

The U.S. Energy Information Administration (EIA) reported that crude oil imports to the U.S. West Coast fell to their lowest level since March 2021.

The U.S. Energy Information Administration (EIA) reported that crude oil imports to the U.S. West Coast fell to their lowest level since March 2021.
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