1. Are storage manufacturers preparing for another round of price increases? Multiple sources indicate that official prices from original equipment manufacturers (OEMs) did indeed show a slight upward trend in the fourth quarter.
2. Morgan Stanley significantly lowered its long-term profit forecasts for Samsung and SK Hynix, with a substantial reduction in target prices.
3. Samsung's Asan HBM packaging plant broke ground, with the new production line expected to begin production a year ahead of schedule in June 2028.
4. Kioxia and Dell announced a 157PB single-rack all-flash solution, equipped with 640 245.76TB SSDs.
5. SK Hynix's LPDDR5X received SIL 3 functional safety certification, covering robotics and automotive applications.
6. Supermicro announced the start of shipments for its H15 server series, equipped with AMD's sixth-generation EPYC 9006 series processors.
7. Canon will release the KrF semiconductor lithography machine FPA-6400ES6a.
8. Institutional OEMs report high inventory levels for complete systems, prompting some PC OEMs to adjust their 2027 memory procurement strategies.
9. Rumble's Quake AI plan deploys on NVIDIA's Minerva platform, currently operating over 22,000 GPUs.
10. AMD announces its MEXT memory management solution, halving DRAM usage through AI management.
11. Junzheng Technology reports strong DRAM demand and very tight capacity, and has already adjusted prices for most customers.
