MicroStrategy bought another 2,530 $BTC($243M) at an average price of $95,972 last week!

Critini Research analyst Jukan said that if DDR memory supply rises in the future, DDR prices will face downward pressure. Manufacturers can hedge this risk by shifting part of their DDR production capacity to HBM (High Bandwidth Memory) capacity, thus preventing a sharp crash in the overall memory market. In other words, even if DDR5 prices eventually "return to normal" and fall back to previous levels — though he believes current DDR prices have likely become the new normal — this does not mean the entire memory chip market will collapse as a result. The reason is that the massive demand for HBM will continue to absorb production capacity originally earmarked for general-purpose DRAM, thereby providing support that limits further declines in memory prices.

According to Bank of America (BofA) estimates, the global server CPU-related semiconductor manufacturing market is projected to expand from $15 billion in 2025 to $49 billion in 2028. The share of outsourced production will rise from 52% to 71%, reflecting the growing core position of pure-play foundries represented by TSMC in the high-end CPU sector. The scarcity of advanced process node capacity, paired with parallel volume growth across multiple clients and architectures, makes the foundry segment the most certain beneficiary in this current industry upcycle. BofA forecasts that the server CPU-related packaging and testing market will grow from $1.9 billion in 2025 to $9.6 billion in 2028, with its share of the advanced packaging market increasing from 11% to 24%. The bank has also raised valuation expectations for supply chain leaders including TSMC and ASE Group, noting that advanced processes and advanced packaging remain the most high-barrier segments in the industry chain.

Wells Fargo announced it raised the price target for Micron Technology (MU.O) from $1,220 to $1,525, and lifted the price target for Qualcomm (QCOM.O) from $230 to $265.

According to Bitget market data, SpaceX (SPCX.O) has extended its pre-market gains on US stocks, rising 2.4% to a current price of $158.19.

Citi raised the price target for Micron Technology (MU.O) from $1,200 to $1,400, and lifted SanDisk (SNDK.O)'s price target from $2,025 to $2,500.

According to market sources, IBM (IBM.N) has announced the world’s first sub-1-nanometer chip technology.