1. General Administration of Customs: my country's imports of storage components increased 1.5 times in the first three quarters.
2. Elon Musk: Storage manufacturers' prices are outrageously high, but Micron's prices are reasonable.
3. New platform achieves photonic storage exceeding 1 microsecond.
4. Huawei's Xu Songyu: The next-generation Kirin 2027 chip is ready.
5. Samsung announces next-generation memory and storage technologies, demonstrating memory expansion solutions in conjunction with AMD.
6. Samsung Securities: The slowdown in storage chip price increases does not mean profits have peaked; maintains "buy" ratings for Samsung and SK Hynix.
7. Goldman Sachs: High-bandwidth flash memory is expected to break the AI "memory wall," with a potential market size of up to $150 billion.
8. Institution: Global smartphone prices are expected to rise by an average of 20% by the end of 2026.
9. Chips and semiconductor system-level EDA have achieved customer validation in key AI industry scenarios such as CPO.
10. Junzheng Shares: Storage market prices continued to rise in Q4; supply and demand are expected to remain tight in 2027. 11. Shenzhen Huaqiang: The supply shortage and strong demand for memory chips remain unchanged.
