1. Foreign media: Changxin Technology will shake the global memory industry's monopoly.
2. SK Hynix refutes concerns about a slowdown in AI investment: it will remain stable after next year.
3. SK Hynix's Q2 operating profit increased nearly sixfold, but still fell short of market expectations.
4. SK Hynix: HBM4 production will be expanded in the second half of the year.
5. Reports indicate that 3D IC logic-memory integration is gaining momentum, and DRAM market customization is accelerating.
6. The AI boom is driving data storage demand, and Seagate Technology's Q4 profits soared.
7. Seagate Technology: Customers have not reduced capital expenditures, and many manufacturers have extended their plans to beyond 2029.
8. Institutions: Q2 smartphone memory prices increased by more than 80% quarter-on-quarter.
9. Storage and memory solutions company ScaleFlux released a PCIe Gen6 NVMe SSD controller and a CXL 3.2 Type 3 memory controller.