1. The Trump administration is considering a new round of large-scale semiconductor tariffs.
2. SK Hynix is ramping up its HBM (Hardware-Based Manufacturing) investment in the US, with a $4 billion factory officially breaking ground.
3. SK Hynix: No clear signs of a decline in the memory market; shortages are expected to continue until the end of 2030.
4. SK will sell a 49% stake in its Ulsan AI data center to KKR and other institutions.
5. SK Hynix CEO stated that they are considering a closer partnership with Kioxia.
6. Kioxia and SanDisk plan to invest $31 billion to expand their memory manufacturing plant in Japan.
7. UBS Securities: NAND prices are expected to rise by more than 30% next year.
8. NDRC: The capacity utilization rate of major domestic wafer foundries remained above 90% in the first half of the year.
9. Vicom Technologies: Plans to acquire a 55% stake in Yiyang Electronics Technology, a high-end MLCC company, for 1.1 billion yuan.
10. Institutions: Samsung Electro-Mechanics raises Q4 OEM prices, initiating an upward cycle for the MLCC industry.
11. Qualcomm details HBC near-memory architecture: Advantages over HBM in energy efficiency and bandwidth; cloud vendors are already interested.
12. Fujian: Steadily expanding manufacturing capacity for 12-inch wafers, power semiconductors, analog chips, and other products.
13. TrendForce: Predicts the fourth quarter will continue the trend of widening supply-demand gap and rising prices for MLCCs.
