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1. Anthropic is reportedly in talks with Samsung regarding custom AI chips. 2. Kioxia delivered samples of its next-generation flash memory chips to AI data centers. 3. SK Hynix officially announced an 80 trillion won investment in its Cheongju M17

2026-07-03

1. Anthropic is reportedly in talks with Samsung regarding custom AI chips. 2. Kioxia delivered samples of its next-generation flash memory chips to AI data centers. 3. SK Hynix officially announced an 80 trillion won investment in its Cheongju M17 NAND wafer fab in South Korea. 4. SEMI: Global investment in 300mm wafer fab storage equipment is expected to exceed $50 billion for the first time in 2026. 5. Turing Quantum and Hygon jointly released a quantum-encrypted distributed storage solution. 6. Beijing Junzheng: Storage supply is expected to remain tight in the fourth quarter, with the possibility of further price adjustments. 7. Crystal Optoelectronics: Its optical storage business is currently in the pre-production verification stage and has not yet generated sales revenue in 2025. 8. Digital China: Won a China Mobile PC server project worth a total of 10.94 billion yuan. 9. Infineon launched the world's largest power semiconductor and analog/mixed-signal chip wafer fab.

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