1. Nvidia showcases next-generation CPO solution.
2. SK Hynix establishes US headquarters, headed by HBM development chief, to accelerate custom memory development and customer certification.
3. Global memory chip shortage intensifies; Altman meets with Samsung executives to deepen AI cooperation.
4. South Korea's semiconductor exports increased by 259.4% year-on-year in October.
5. DDR5 contract prices continued to rise in October, while NAND prices stabilized.
6. Samsung Electro-Mechanics wins 879.3 billion won MLCC orders.
7. Samsung Electronics Chairman Lee Jae-yong visits Japan, planning a 40 billion yen investment over five years.
8. Changxin Technology: DRAM sixth-generation technology platform based on 4F² architecture completes engineering sample verification.
9. Goldman Sachs: NAND supply and demand remain tight; SanDisk's data center business drives upward revision of profit expectations.
10. Data shows that the total operating profit and net profit of the "Big Five" memory chip manufacturers surpassed that of the "Big Five" US technology companies for the first time last quarter.
