1. The memory chip market is facing a worsening supply-demand imbalance, with Wedbush predicting that prices for some products will rise by over 100%.
2. TSMC's 2nm process capacity is in short supply, with order backlogs extending to 2028 and beyond.
3. Elon Musk announced plans to build a chip manufacturing center in the US, aiming for mass production of 2nm chips.
4. Changxin Technology exited its memory technology subsidiary, which was taken over by Anhui State-owned Assets and others.
5. Biwin Storage: The company's product prices follow market trends.
6. PowerSource Information: Amidst the tight supply chain in the memory industry, the company's sales revenue from memory-related businesses has increased.
7. TrendForce: It is estimated that the average storage capacity of smartphones will increase by 4.8% year-on-year in 2026.
8. Reports indicate that TSMC is accelerating its overseas factory construction: the third phase in Arizona is expected to have mainframe installations in the first half of 2027.
9. Reports indicate that Nvidia is adjusting its Feynman GPU design: reducing the use of A16 chips to address TSMC's capacity shortage.
