1. A Chinese team has achieved a new breakthrough in independently developed superconducting quantum computers, achieving a transmission efficiency of up to 98%.
2. With limited demand, market competition is frequent, and prices for some eMMC and LPDDR4X products have slightly decreased this week.
3. Reports indicate that TSMC's CoWoS supply shortage is causing customers to focus on Intel's EMIB-T.
4. TSMC's quarterly demand for chip manufacturing equipment has nearly doubled this year.
5. TSMC: Silicon photonics is becoming mainstream in optical transceivers, and its market share is expected to exceed 50% next year.
6. Kioxia: Will soon send CXL memory module samples to hyperscale data center operators.
7. Google disassembles DDR4 memory modules from retired servers and redeploys them to new AI servers.
8. Goldman Sachs: Remains positive on AI infrastructure spending and the semiconductor cycle.
9. CITIC Securities and others have invested in Yangtze Memory Technologies' subsidiary, Hongmao Microelectronics.
