1. Key evidence for Type III magnetism has emerged, opening new possibilities for future chip and information storage technologies.
2. Musk's Terafab target revealed: aiming for a monthly production capacity of 700,000 memory chip wafers, approaching Samsung's total DRAM production capacity.
3. Following SK Hynix, Kioxia's leveraged products are listed on the Hong Kong Stock Exchange.
4. TrendForce updates DRAM spot prices: DDR5 prices remain stable, while two mainstream DDR4 prices decline.
5. GigaDevice discloses a collaboration with Aptiv to advance the adoption and verification of automotive-grade memory chips.
6. Morgan Stanley states that AI investment cycles may lengthen, specifically naming Seagate and Western Digital.
7. QNAP releases a 24-bay enterprise-grade all-flash array supporting dual-port NVMe SSDs.
8. AMD confirms abnormal Radeon driver writes to SSDs; the fix is in the verification stage.
9. Shenzhen Keda: HDD storage equipment orders exceed 100 million yuan; smart glasses manufacturing equipment has established partnerships with leading manufacturers.
10. Broadcom discloses Kubernetes storage updates, advancing object storage interfaces and block-level backup.
