1. DRAM is entering a super growth cycle; Nanya Technology reportedly plans to raise prices by up to 20%.
2. Samsung Electro-Mechanics signed a 290 billion won contract to supply MLCCs for AI servers.
3. Samsung invests nearly $5 billion to expand semiconductor substrate production in South Korea and Vietnam.
4. Seagate and Toshiba are reportedly bidding for TDK's hard drive head business; the deal could be worth billions of dollars.
5. AMD's Lisa Su: Memory chip supply remains tight; supply will increase significantly in 2027.
6. AMD's Lisa Su met secretly with TSMC, confirming that its multi-billion dollar investment in Taiwan will be increased.
7. CFM releases its latest quarterly report: Memory prices will continue to rise.
8. Huawei's Yu Chengdong discusses memory pressure: The cost of each phone has increased by $200; to ensure the company's survival, price increases are necessary.
9. The three major memory manufacturers have already locked in their production capacity; Morgan Stanley estimates that Nvidia has secured approximately 37.3% of the global HBM supply in 2027. 10. According to Nikkei: Japanese semiconductor equipment manufacturer TOWA plans to build a chip manufacturing equipment factory to strengthen Japan's semiconductor supply chain.
