1. The Ministry of Industry and Information Technology (MIIT) responded to the rising memory chip prices, stating it will take multiple measures to ensure the stability of the industry chain and supply chain.
2. Samsung Electronics has stopped accepting orders for some low-power mobile DRAM, including LPDDR4 and LPDDR4X.
3. Initial performance of HUDIMM DDR5 memory reveals a nearly 50% drop in bandwidth.
4. Goldman Sachs analyst: Apple's memory acquisition spree will not crush its profit margins; iPhones will ship 2.4 EB of LPDDR5 in 2026.
5. North China Microelectronics: The company's equipment can cover various equipment and technology needs of DRAM and NAND memory production lines.
6. Liyuan Information: Amidst the tight supply chain in the memory industry, the company's sales revenue from memory-related businesses has increased significantly.
7. The board of directors of Shijie Technology passed a resolution to acquire memory module company Jiahe Jinwei for 1.078 billion yuan.
8. Morgan Stanley: Representing artificial intelligence will expand chip spending, from GPUs to CPUs.
9. Samsung’s foundry partner GAONCHIPS completes verification of 1XPU + 4HBM advanced packaging.
