1. Samsung begins delivering its first batch of 12-layer HBM4E samples to customers.
2. SanDisk CTO: The AI race is turning into a "memory war," with HBF complete product lines launching next year.
3. Alibaba DAMO Academy releases its first GPU-based solver, breaking through an "unsolvable" problem with hundreds of millions of variables.
4. Huawei launches its Galaxy AI data center network solution, increasing token production efficiency by 2-5 times.
5. The EU plans to reinstate the Chip Act, requiring an investment of €120 billion to revitalize its domestic chip industry.
6. Institution: The US smartphone market is projected to decline by 3% year-on-year in the first quarter of 2026.
7. Fadu wins a 46.5 billion won eSSD controller supply contract.
8. Demingli launches its first QLC UFS embedded storage, claiming performance comparable to TLC counterparts.
9. JPMorgan Chase: Retail buying of memory chip stocks is "continuous and high," with no signs of profit-taking.
