1. Jensen Huang: The possibility of a memory supply surplus by 2029 is unlikely. 2. SK Hynix cancels its Solidigm IPO plans in the US, with regulatory scrutiny and shareholder opposition posing obstacles. 3. SK Hynix launches iHBM supply chain coll

2026-10-23

1. Jensen Huang: The possibility of a memory supply surplus by 2029 is unlikely. 2. SK Hynix cancels its Solidigm IPO plans in the US, with regulatory scrutiny and shareholder opposition posing obstacles. 3. SK Hynix launches iHBM supply chain collaboration, aiming to secure dominance in AI storage. 4. Institutions predict server CPU shipments will increase by 31% this year, and are expected to increase by over 40% by 2027. 5. Samsung Electro-Mechanics receives 3.7 trillion won in investment from Tesla and Nvidia. 6. Samsung Electronics establishes a new "core team" at its semiconductor research institute to accelerate the development of new DRAM and NAND products. 7. Micron's AI storage roadmap revealed: 1δ node, HBM5/6, and G11 NAND are all being advanced. 8. Micron announces a global employee quarterly bonus program linked to company profits. 9. Ark Engine achieves a new breakthrough: Huawei explains HarmonyOS 7's hyperspace storage + hyperspace memory technology. 10. Samsung is reportedly planning to expand exports by taking advantage of India's new mobile phone manufacturing subsidy policy and is considering additional investment.

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