1. Limited orders support price increases for LPDDR4X and some SSD and memory modules in certain industries, but overall market transactions are sluggish as the year-end approaches.
2. Institutions predict that NAND flash memory prices will rise by over 40% quarter-on-quarter in Q1 2026.
3. SoftBank and Intel will collaborate on developing next-generation storage technology ZAM.
4. Intel CEO: The memory shortage may not ease until 2028.
5. Western Digital reports that customers have inquired about supply in 2030, suggesting that the shortage and price increases in memory chips may continue.
6. LG Energy will supply energy storage system batteries to Hanwha's US subsidiary.
7. Winbond Electronics: New memory capacity for 2027 is fully booked.
8. Xingchen Tianhe aims to become the first AI storage stock on the Hong Kong Stock Exchange, but its R&D investment continues to be reduced, leading to cash flow problems.
9. Institutions predict that the normalization of the smartphone market may not occur until the second half of 2027, with memory chip costs and technological iterations becoming key pressures.
10. Nanya Technology's January revenue surged 608%, setting a new monthly record, driven by rising DRAM prices.
11. UBS: Meaningful supply easing for memory chips is unlikely until 2028.
12. Mizuho Securities expects funds withdrawn from precious metals and cryptocurrency markets to flow into memory chip and hard drive related stocks.
