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Industry
QLC SSD demand rises as HDD supply tightens on cold data surge
As AI inference spreads, cold data is surging and extending HDD supply lead times. With HDD replacement difficult and NAND supply constraints adding pressure, development of high-capacity, low-cost QLC SSDs is being spurred. Export data show a sharp rise in SSD shipments, outpacing NAND component exports, suggesting big tech and cloud operators are expanding storage infrastructure. Rising KV cache demand and NAND price gains are also accelerating the shift toward QLC SSDs.
Industry
HBM battle lines and DRAM price direction: March semiconductor events in focus
March brings a packed global semiconductor calendar, with Nvidia’s GTC expected to outline next-generation AI chips and related high-bandwidth memory demand. China’s annual parliamentary meetings are set to unveil the 2026–2030 five-year plan, potentially detailing subsidies tied to chip self-reliance. Samsung Electronics and SK Hynix shareholder meetings may signal leadership changes and governance shifts. Investors are also watching whether DRAM and NAND contract prices turn at the end of the quarter.
Industry
Samsung Electronics annual operating profit forecast triples in a year
Samsung Electronics shares rose to a record intraday high on Dec. 30, pushing its market value to about 710 trillion won after topping 700 trillion won a day earlier. A year ago, profit forecasts sank amid low-priced Chinese competition and tariff worries. Since then, AI-driven demand and stronger memory prices have reversed sentiment. Broker forecasts now point to sharply higher profits in late 2025 and 2026, with some estimates exceeding market consensus.