1. Prices continue to rise; 16GB memory modules in Shenzhen's Huaqiangbei market have increased by approximately 700 yuan in just over six months.
2. Samsung Electronics plans a large-scale investment of 110 trillion won.
3. Biwin Storage: Net profit is expected to increase by 429% year-on-year in 2025; a dividend of 2.14 yuan per 10 shares is proposed.
4. South Korean media: Samsung Electronics will supply HBM4 chips to OpenAI.
5. Storage shortages continue to escalate; the optical disc industry sees its first price increase in nearly 10 years.
6. Storage giant Kioxia issues a production halt notice, affecting TSOP packaged products.
7. Reports indicate that storage giant Kioxia has halted production of 128MB-8GB capacity products; SLC and MLC are also affected.
8. Hesai is the exclusive supplier of 10 million LiDAR units for Dreame's ecological lawnmowing robots.
9. Dinglong Technology: A 300-ton-per-year KrF/ArF photoresist industrialization project has been completed and put into operation.
10. Hisense Visual Technology President Li Wei discusses storage price increases: The impact on the TV industry is relatively controllable, accounting for about 6% to 7% of the total cost of the TV set.
