➀ Micron confirms plans to raise memory prices due to strong demand for DRAM and NAND flash.

➁ The price hike is expected to continue through 2025 and 2026.

➂ Factors include supply constraints and growing demand from AI, data centers, and consumer electronics.

➀ Samsung Galaxy Unpacked 2025 will introduce the Galaxy S25 Ultra, S25, S25+, and tease the Galaxy S25 Slim.

➁ The event may also reveal new AR glasses or an XR headset.

➂ Samsung will use Qualcomm Snapdragon 8 Elite and Micron LPDDR5 memory in the S25 series, excluding its own components.

➀ Micron's SOCAMM memory is being used to power the next generation of NVIDIA Grace GB300 servers;

➁ The new SOCAMM memory form factor offers modular LPDDR5X memory for NVIDIA Grace CPUs;

➂ The modular design allows for easier upgrades and changes in memory configuration during the manufacturing process.

➀ Micron and SK hynix unveil new LPDDR5X SOCAMM memory modules;

➁ The modules are designed for AI and low-power servers, debuting on Nvidia GB300 systems;

➂ The memory offers high capacity, performance, and low power consumption.

➀ The CHIPS and Science Act, aimed at strengthening U.S. semiconductor manufacturing, is under threat of repeal by the Trump administration.

➁ The Act has already attracted nearly $450 billion in private investment from leading companies, raising concerns about the impact of its repeal on the U.S. chip market.

➂ Political hurdles and legal obligations make the repeal process complex and challenging.

➀ Micron and Astera Labs demonstrate the world's first PCIe 6.0 SSDs at DesignCon 2025;

➁ The SSD achieves read speeds of 27.14 GB/s with Astera's Scorpio PCIe 6.0 switch;

➂ PCIe 6.x promises to be the next horizon for enterprise and consumer products.

➀ The Q4 DRAM market grew 9.9%, reaching over $28 billion;

➁ Seasonal Q1 weakness and weakening CSP demand are expected to lower prices in the current quarter;

➂ Samsung remained the top DRAM supplier with $11.25 billion in revenue, followed by Hynix and Micron.

➀ TrendForce reports a 6.2% decline in Q4 NAND revenues, with ASPs falling 4% QoQ;

➁ Samsung's revenue fell 9.7% QoQ due to weak consumer electronics demand;

➂ Kioxia's Q4 revenue declined by only 0.2% QoQ due to enterprise SSD shipments;

➃ Micron's Q4 NAND Flash revenue dropped 9.3% QoQ despite strong enterprise SSD shipments.

➀ Micron is sampling its first Gen5 client SSD based on its G9 TLC NAND;

➁ The PCIe 4600 SSD offers sequential read speeds of 14.5 GB/s and write speeds of 12.0 GB/s;

➂ The SSD reduces load times by up to 62% compared to Gen4, enhancing energy efficiency by 107%.