1. Wuhan: To cultivate and strengthen industrial clusters, and fully support leading enterprises such as Yangtze Memory Technologies (YMTC) to increase investment, expand production, and grow stronger.
2. Alibaba Cloud releases its new generation of self-developed full-stack high-performance storage, CPFS, reducing AI storage costs by 69%.
3. Biwin Storage: Plans to invest approximately 4.5 billion yuan in the third phase of its wafer-level advanced packaging and testing manufacturing project.
4. Shenzhen Huaqiang: Storage product line shipments increased by over 330% year-on-year; high-end MLCC capacity is tight, leading to longer delivery times.
5. Hygon Information releases its first edge-side computing chip, the CPU1000 series.
6. With the holiday approaching, the storage spot market is generally consolidating; some price reductions for increased volume have limited effect and cannot mask the sluggish market.
7. Omdia: Global semiconductor revenue exceeded $425 billion in Q2, setting a new record.
8. CLSA: Bullish on South Korea's semiconductor industry's key position in the Agentic AI supply chain; gives SK Hynix a "High Conviction Outperform" rating. 9. Citi: AI-driven continuous learning is expected to drive a surge in eSSD demand in 2027; reiterates "Buy" ratings for Samsung Electronics and SK Hynix.
10. Raspberry Pi officially confirms: CM5 compute module does not support future memory upgrades.
11. Micron's two 16Gb GDDR7 memory products listed on its official website are both at EOL (End of Life).
12. Goodram launches RIVAL Charge DDR5 memory modules: up to 32GB per module, with an option for 6800CL34.
