1. South Korean Customs: DRAM memory unit prices rose 497.4% year-on-year in the past month; NAND prices rose 351.6% year-on-year.
2. Samsung Electronics plans to restart its new semiconductor business.
3. Jiahe Jinwei's subsidiary, Shenke, successfully mass-produced and delivered DDR5 server memory.
4. Qunzhi Consulting: AI server memory demand is expected to account for nearly 50% of the DRAM market capacity by 2027.
5. Fudan Microelectronics: Plans to jointly build an integrated circuit technology center with Fudan University and Guosheng Investment.
6. Tianshan Electronics: The development of enterprise-level SSD solid-state drive modules has completed engineering sample development and entered the core testing phase.
7. Demingli: Enterprise-level storage products have entered the supply chains of leading internet companies and achieved large-scale sales.
8. Jiahe Jinwei: Its subsidiary, Shenke, successfully achieved mass production and delivery of DDR5 server memory.
9. Xingfu Electronics: SK Hynix is a pre-IPO shareholder holding 5 million shares; the company's electronic-grade high-purity red phosphorus is still in the technology development stage.
