1. The continuous rise in upstream NAND prices has prompted storage producers to strengthen cost control efforts, with most finished product prices breaking through previous highs. 2. AI storage demand is being reassessed, with U.S. chip stocks such as Micron, SanDisk, and Seagate hitting new highs overnight. 3. Samsung and SK Hynix are cutting NAND flash production to improve profitability. 4. Lee Jae-myung stated that U.S. tariffs on chips could lead to inflation in the United States. 5. Elon Musk announced that Tesla has restarted the Dojo 3 chip project, which will be used for AI computing in space. 6. TSMC is increasing investment in advanced packaging, as Apple's A20 chip may adopt WMCM.

Samsung Electronics and SK Hynix, which together hold over 60% of the global NAND flash market share, are expected to reduce NAND flash production this year. As competition in inference AI, led by NVIDIA, intensifies and the supply of NAND flash—a core component—tightens, prices for servers, PCs, and mobile devices are likely to continue rising. This will significantly boost the operating profit margins of Samsung Electronics and SK Hynix, similar to the trend seen with DRAM. According to data obtained by the Korean newspaper *Chosun Ilbo* from market research firm Omdia, Samsung Electronics' NAND wafer production this year has been revised downward to 4.68 million wafers from 4.9 million wafers last year. SK Hynix's NAND flash production is also projected to decrease from approximately 1.9 million wafers last year to 1.7 million wafers this year.