1. DDR5 memory prices drop; experts predict prices will continue to decline.
2. Institutions: Wafer foundry and packaging/testing costs rise simultaneously; DDIC suppliers are preparing to raise prices.
3. The boom continues to spread; institutions are optimistic about the memory chip sector.
4. Pingtouge's Zhenyue 510 controller chip shipments have exceeded 500,000 units.
5. Morgan Stanley strongly supports memory stocks: AI drives the supply-demand imbalance in memory; the cycle may be longer.
6. Samsung Electronics expects HBM shipments to exceed 10 billion Gb by 2026.
7. The US ITC officially launched a Section 337 investigation into non-volatile memory and dynamic random access memory chips; Kioxia, SK Hynix, and others are listed as defendants.
8. Global memory chip shortage; Sony announces suspension of CFexpress and SD card orders.
9. Storage giants' investments in China surge by 2025: Samsung's Xi'an plant sees a 67% year-on-year increase, and SK Hynix's Wuxi plant a 102% increase.
10. With rising precious metal costs for memory PCBs, Hikvision announces price increases.
