1. OpenAI COO: Memory chip shortage becomes a bottleneck for AI.
2. Chinese Academy of Sciences launches R&D for next-generation open-source chips and systems.
3. Storage product growth will slow in Q3 2026.
4. Yuanjie Technology: Steadily advancing capacity expansion efforts as demand for optical chips increases.
5. Biwin Storage: The company's product structure continues to optimize, with significant improvements in revenue and profit across all product lines.
6. Storage giants' investment in China surges in 2025: Samsung's Xi'an plant increases investment by 67% year-on-year, SK Hynix's Wuxi plant by 102%.
7. Feng Li, President of SEMI China: The HBM market size is expected to grow by 58% to $54.6 billion in 2026, with a 50%-60% capacity gap.
8. Unisplendour Corporation: H3C UniPoD S80000 adopts liquid-cooled high-density deployment, supporting 64-card supernode deployment per rack.
9. Microsoft PowerToys introduces a "second taskbar" for Windows 11: It uses approximately 200MB of memory.
10. OPPO's Cai Zuxuan discusses rising phone prices, stating that storage costs will continue to increase, making future products even more expensive.
