[Core Information] Smartphone DRAM Inventory Drops Sharply, Driving Up Machine Costs

1. Mobile phone DRAM inventory fell below 4 weeks, and the cost of the whole machine rose sharply

• Smartphone DRAM stocks have dropped toUnder 4 weeks, well below the healthy 8–10 week range
• In Q1 of 2026, mobile phone manufacturers will be forced to replenish inventory.Get goods at high pricesa foregone conclusion
• Mobile phone storage configuration may be adjusted back: mainstream models may be reduced from 12GB+512GB to8GB+256GB
• DRAM contract prices increased by more than 1% year-on-year75%, accounting for 10%–15% of the mobile phone BOM cost
• Promote the increase in the cost of the whole machine8%–10%, low-end models have the greatest impact

2. Enterprise-level SSD revenue surged, and Q4 contract prices rose another 25%+

• Q3 revenue of top five enterprise SSD vendorsUS$6.5413 billion, month-on-month **+28%** hit a new high during the year
• Cloud vendors rush to stock up on AI servers
• Estimated Q4 eSSD contract priceAnother 25%+ increase

3. The United States allows Nvidia to export H200 to China and takes a 25% share

• US approves NvidiaH200Export to China, but bans higher-end chips such as Blackwell and Rubin
• Rules also apply to AMD, Intel
• The United States imposes a **25%** share on exported chips

4. Samsung’s 4nm yield rate rises to 70%, winning consecutive AI orders

• Samsung 4nm yield increased to60%–70%
• Received an order from Tsavorite, a US AI chip start-up, with an amount exceeding$100 million
• Already acquired TeslaAutonomous driving chip AI5OEM order

5. Yageo’s revenue hit a new high in November, up 22.4% year-on-year

• November consolidated revenueNT$12.265 billion, month-on-month +8.0%, year-on-year **+22.4%**
• Benefit from the acquisition of Shibaura Electronics + AI / strong high-end demand
• Cumulative revenue for the first 11 months increased by 7.5% year-on-year

6. Rockchip RK3588 robot leads the market share and is suitable for multiple storage chips

• RK3588 in the field of humanoid/quadruped/service robotsHigh market share
• Cooperating customers: Yushu, Yunshencheng, Jizhijia, Ecovacs, etc.
• RK3588/RK3576 supports LPDDR5, opens multi-granule adaptation, and alleviates the pressure of DDR shortage

7. Xidi Micro launches 10–20A high-current POL chip, Xinchuang ramps up mass production

• ForData center, vehicle regulation, industrial controlHigh current POL chip
• Powers server/PC processor and supports overvoltage and short circuit protection
• Some Xinchuang customers haveMass production ramp, higher current models are under development

8. UMC is authorized by imec 300mm silicon photonics to lay out CPO high-speed interconnection

• Obtain imec iSiPP300 silicon photonics technology authorization and supportCPO co-packaged optics
• Launched 12-inch silicon photonics platform for high-speed interconnection of AI data centers
• Use optical interconnection to solve copper interconnection bandwidth bottlenecks and meet high bandwidth, low latency, and low power consumption requirements