Samsung Electronics plans to advance the production start date of its first chip factory in Yongin to 2029.

SK Hynix expects HBM prices to double by 2027.

SK Hynix CEO: The shortage of memory chips may last until after 2030.

Institutions: The storage sector faces a structural shortage lasting several years, with the large-scale implementation of CPO delayed until the end of 2028.

Institutions: HBM4 prices may rise to $4-5 per thousand bits in the second half of this year due to AI demand and capacity bottlenecks, locking half of the global DRAM capacity by major manufacturers.

Trump announced that Micron will invest $250 billion in the U.S. to manufacture storage chips.

Storage chip stocks have fallen over 20% in the past few weeks, with underlying logic facing reevaluation.

Yangtze Memory Technologies announced its IPO advisory team, consisting of a total of 31 people from CITIC and CITIC Securities.

Reports indicate that TSMC's CoWoS monthly capacity target for 2027 is at least 200,000 wafers.

Samsung Electronics is developing an AI PC-specific chip called GAIA, which has been sent to Lenovo and HP for sample testing.

Omdia: Component costs continue to rise, exacerbating the polarization of storage configurations in smartphones