On February 6th, Macronix announced its January 2026 revenue of NT$3.017 billion, a 14.6% increase from the previous month's consolidated revenue of NT$2.632 billion. This continued the previous recovery trend, demonstrating strong resilience and growth potential.

Philink Electronics recently announced that its January 2026 revenue reached NT$10.452 billion (approximately US$334 million), a significant increase of 189% year-on-year and 19.97% month-on-month, marking the first time its monthly revenue has exceeded NT$10 billion.

On February 4, 2026, ADATA released its latest financial performance. In January 2026, the company’s consolidated revenue reached NT$8.412 billion (approximately RMB1.84billion), marking a significant year-on-year increase of 198.92% and a month-on-month growth of 44.78%. This achievement set a new monthly record for the second consecutive month.By product segment, DRAM business contributed NT$5.741 billion (around RMB1.26billion) in revenue for the month, accounting for 68.26% of the total revenue, with sales volume surging 296.34% compared to the same period of last year. SSDs accounted for 23.91% of revenue, while Memory cards, USB flash drives, and other products collectively made up 7.83%.

Qualcomm announced its financial results for the first quarter of fiscal year 2026 (ended December 28, 2025). The company reported revenues of $12.25 billion, with a year-on-year increase of 5%. Non-GAAP net income was $3.78 billion, with a year-on-year decrease of 1%. Non-GAAP diluted earnings per share is $3.50. Revenues of QCT grew 5% year-on-year to $10.61 billion. Within this segment, revenue of handsets increased 3% to $7.82 billion, revenue of automotive rose 15% to $1.1 billion, and revenue of IoT grew 9% to $1.69 billion. Meanwhile, revenue of QTL reached $1.59 billion, up 4% year-on-year. For the second fiscal quarter, Qualcomm expects its revenues to be between $10.2 billion and $11 billion, falling short of analysts' average estimates. The company attributed this to supply shortage and rising prices of Memory chips, which are expected to lead to lower-than-anticipated mobile phone production for some customers.

As the Spring Festival approaches, the Memory market becomes sluggish. Embedded LPDDR4X, some OEM SSDs and Memory modules have maintained price increases during this week, while prices of other products have stabilized.

According to South Korean media ZDNetKorea, global Memory giants Samsung Electronics and SK Hynix plan to simultaneously push forward with "conversion investments" in their most advanced NAND flash Memory in the second quarter of this year, aiming to meet the surging storage demand driven by artificial intelligence.

On the evening of February 2, Maxio Technology released its 2025 annual performance bulletin. During the reporting period, the company achieved total operating revenue of 1.331 billion yuan, with a year-on-year increase of 13.42%. Net profit attributable to the parent company reached 142 million yuan, up 20.36% year-on-year, while net profit after deducting non-recurring gains and losses amounted to 101 million yuan, representing a significant increase of 130.29% compared to the same period last year.

At a recent "trillion-dollar banquet," NVIDIA CEO Jensen Huang revealed that the company is in full-scale production of its next-generation AI chips, Grace Blackwell and Vera Rubin, and TSMC's production capacity is expected to more than double over the next ten years.

According to South Korean media reports, Samsung Electronics has officially restarted its investment in the NAND flash Memory production line at its P4 plant in Pyeongtaek, with related production equipment beginning to be moved into the plant.

As part of this renewed agreement, Sandisk will pay Kioxia USD 1.165 billion for manufacturing services and continued availability of supply. These cash payments will be made in installments over the years 2026 to 2029.

Well-suited for smartphones and tablets, Kioxia QLC UFS also supports emerging product categories that demand higher capacity and performance, including PCs, networking, AR/VR, IoT, and AI-enabled devices.

Join us on March 27 at the Shenzhen Qianhai JW Marriott Hotel for CFMS｜MemoryS 2026. Under the theme "Transcending Cycles · Unleashing Value" we will convene leading Memory manufacturers, application providers, and ecosystem partners. Together, we will tackle the critical questions: How to fully unleash the potential and commercial value of storage technology? How to break through growth stagnation and forge a highly efficient, new industrial ecosystem for the AI era?

The results significantly exceeded the previous record set in 2024. The annual revenue increased by more than 30 trillion won while the annual operating profit nearly doubled year-on-year, marking the highest annual performance in the company’s history.

In terms of upstream resources, last Friday saw price adjustments for 1Tb QLC, 1Tb TLC, 512Gb TLC, and 256Gb TLC to $19.00, $20.00, $16.00, and $10.00 respectively. This week, the price for DDR5 16Gb eTT was raised to $22, while prices for other DDR5 and DDR4 chips remained unchanged.

Micron broke ground on an advanced wafer fabrication facility located within the company's existing NAND manufacturing complex in Singapore. This new facility represents a planned investment of approximately US $24 billion (SG $31 billion) over 10 years and is designed to ultimately provide 700,000 square feet of cleanroom space.