➀ SK hynix and ASML have assembled the industry's first High-NA EUV lithography system (Twinscan NXE:5200B) in South Korea, marking a leap in DRAM production technology;

➁ The 0.55 NA system enables higher resolution (8nm vs. 13nm) and 2.9x transistor density, reducing reliance on multi-patterning for advanced nodes;

➂ Initial R&D use will accelerate prototyping for AI memory, with mass production of High-NA-based DRAM expected post-2030.

➀ DDR4 prices surge as manufacturers shift production to DDR5 and HBM for AI demands, creating supply shortages;

➁ A market inversion occurs where DDR4 becomes more expensive than DDR5 despite its older technology;

➂ Contract prices are projected to keep rising, pushing builders toward DDR5 for future systems.

➀ The U.S. revoked VEU authorization for Intel, Samsung, and SK Hynix's China-based manufacturing operations, impacting their ability to export certain tech items without individual licenses;

➀ China's Ministry of Commerce criticized the move as politically driven and accused the U.S. of weaponizing export controls to hinder China's semiconductor development;

➂ The ministry warned the decision undermines global semiconductor supply chain stability and reflects unilateral U.S. actions.

➀ Q2 NAND revenue of the top five suppliers surged 22% QoQ to $14.67 billion, driven by price recovery and market demand;

➁ Samsung led with $5.2 billion revenue (up 23.8% QoQ) and 32.9% market share, followed by SK Hynix ($3.34 billion, up 52.5% QoQ) and Kioxia ($2.14 billion);

➂ Micron and SanDisk also saw growth, reflecting broader industry recovery in NAND memory.

➀ Kioxia's Exceria Plus G2 features a compact aluminum shell with USB-C and USB-A cables included, though U.S. availability is limited.

➁ In benchmarks, it delivered consistent 10 Gbps SSD performance but trailed behind competitors like SK hynix Beetle X31 in real-world transfer tests.

➂ Pricing competitiveness varies by region, with Crucial's X9 Pro offering better value in the U.K., while Kioxia's software utility supports drive encryption and monitoring.