1. my country's self-developed all-flash memory system wins double championship in IO500 rankings.
2. Jensen Huang: This round of AI infrastructure development will last for decades.
3. SK Hynix plans to raise over $29 billion through a Nasdaq listing.
4. Institutions: GenAI smartphones are expected to account for 45% of global shipments by 2026.
5. Samsung responds to its nearly $60 billion share buyback plan: under consideration, details not yet finalized.
6. According to South Korean media, SK Hynix is evaluating investment to expand its Cheongju NAND flash memory plant.
7. Bank of America significantly raises its semiconductor industry forecast: the market size may reach $2.7 trillion by 2030.
8. South Korean authorities say SK Hynix and Samsung Electronics need to accelerate their chip cluster projects for more than 10 years.
9. Market news: Kioxia is considering a stock split to make its shares more accessible. Kioxia plans to list its American Depositary Receipts (ADRs) in the US in April or May next year. 10. Micron Technology announced its third fiscal quarter results, with revenue more than quadrupling, far exceeding market expectations. Next-generation DRAM and NAND are expected to enter mass production in the second half of 2027. Micron CEO: The tight supply and demand situation in the memory market will continue beyond calendar year 2027.
