1. Memory prices are quietly dropping: expected to decline by 50-70% by the end of 2026.
2. Samsung, SK Hynix, and Micron simultaneously abandon in-house development of CXL controllers.
3. Memory shortages may end, but a report warns of a serious financial black hole at OpenAI, potentially triggering a chain reaction of AI collapses.
4. Morgan Stanley: The sell-off in US memory stocks is a "healthy reset," not a cyclical turning point.
5. Kioxia's stock price has halved but it remains bullish; analysts' target price is 130% higher than the current price.
6. CLSA: Bullish on capital expenditures by cloud hyperscale operators in 2027, reiterating its "high confidence outperform" rating on SK Hynix.
7. Beijing Junzheng: Expects the memory chip shortage to continue for a considerable period; the company's performance will grow quarter by quarter this year.
8. YuanBrain Server launches CXL memory generation expansion solution, enabling simultaneous deployment of DDR5 and DDR4 memory expansion.
9. Chen Libai, CEO of ADATA: Storage will be one of the most scarce resources in the next decade, and prices are expected to continue rising in the second half of the year.
10. Sihui Fusheng: The company's PCB products have wide downstream applications, including storage, but currently related revenue accounts for less than 1%.
11. Dongxin Semiconductor: Q2 net profit is expected to increase by 262%-291% quarter-on-quarter, with both volume and price increases in its storage business, represented by SLC NAND Flash.
