1. Huawei will release new data storage products on March 20th.
2. Some channel customers are resuming inventory buildup, leading to significant price increases across the board for SSDs and memory modules.
3. Institutions: Soaring memory prices have drastically altered the cost structure of mobile phones, making price increases inevitable.
4. SK Hynix is the first to develop sixth-generation 10nm DRAM.
5. Institutions: Memory and CPU prices are rising simultaneously, potentially leading to a 40% price increase for mainstream laptops.
6. Guangdong: Focusing on the R&D, design, and manufacturing of high-end general-purpose AI chips such as GPUs, FPGAs, and NPUs, as well as ASIC-based AI chips.
7. Reports indicate that Tesla has delayed multi-project wafer testing of its AI6 chip at Samsung Electronics' 2nm node.
8. CITIC Securities: The room for further decline in short-term memory unit interest rates may be limited.
9. Dawei Technology: Plans to raise no more than 108 million yuan through a private placement for embedded memory R&D and industrialization projects. 10. Ningbo Construction Engineering: Neither the company nor Zhongjingyun currently engages in computing power leasing business.
