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Illumina Launches Billion Cell Atlas, World's Largest Genetic Perturbation Dataset, Partnering With AstraZeneca, Merck And Eli Lilly To Accelerate AI-Driven Drug Discovery
Illumina Reports Q4 2025 Revenue Of $1.155B, GAAP EPS $2.14–$2.17, Non-GAAP EPS $1.27–$1.30; FY2025 Revenue $4.34B, GAAP EPS $5.42–$5.45, Non-GAAP EPS $4.76–$4.79
AI healthcare enters a golden era of development! NVIDIA and Eli Lilly and Co invest in AI-driven drug discovery, while OpenAI acquires healthcare startup Torch.
① In October last year, Eli Lilly and Co announced the deployment of the world's largest AI pharmaceutical factory based on the Blackwell architecture; ② According to Jensen Huang, artificial intelligence is transforming various industries, with the most profound impact expected in the field of life sciences.
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Micron Executives Explain: Why Massive Investments Won't Alleviate Memory Shortages Until At Least 2028
The Vice President of Micron stated that demand from AI data centers now accounts for 50%-60% of the DRAM market, fundamentally reshaping the supply and demand structure and serving as the core reason for the current shortage. Despite significant industry investment, capacity expansion faces systemic bottlenecks due to manufacturing complexity and product specification fragmentation. New production lines require several years to stabilize supply after initial operation. The tight situation in the memory market is expected to persist until around 2028, with little prospect of rapid improvement.
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Cathie Wood's Weekly Recap: Tilts to Advanced Air Mobility, Sells Meta
Is the 'storage super bull market' fully underway? Prices are expected to continue rising through 2026, leaving PCs and smartphones with no escape.
Surging demand for AI computing power has propelled the storage market into an unprecedented super upturn. Is this rally set to accelerate further, or is it approaching a turning point?
Nvidia's Push in NAND Deepens Memory Shortage and Other Takeaways From CES
The storage market has entered a seller's cycle, with SanDisk announcing price increases and requiring full payment!
Driven by the dual forces of surging demand for AI servers and manufacturers' production capacity reallocation, the memory market has entered a severe seller's cycle characterized by extreme shortages. According to reports, Sandisk not only plans to increase enterprise-grade NAND prices by over 100% month-on-month in March, but also broke industry norms by requiring customers to pay 100% cash upfront to secure long-term orders. Tech giants such as Google and Meta are being forced to restructure their procurement teams to secure supply sources.
Lessons for global investors in the first week of 2026: volatility persists, and defense remains undefeated.
At the beginning of 2026, frequent geopolitical fluctuations have made the military sector a core global theme. Goldman Sachs' European defense stock basket surged another 21% following a significant increase last year, while South Korean defense contractors also experienced a substantial rise. Markets anticipate that countries will expedite the reorganization of armaments and pivot toward self-reliance in defense. Although U.S. equities remain stable due to share buyback restrictions, the global surge in defense spending continues to reshape industry valuations and profit expectations.
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Storage leader SanDisk hits a new high as reports suggest prices for high-capacity 3D NAND may double this quarter.
① According to a research report by Nomura Securities, demand for high-capacity 3D NAND used in enterprise-level SSDs remains robust, with prices of related products from Sandisk potentially surging over 100% quarter-on-quarter this quarter; ② There are even rumors that Sandisk is requiring customers to make full prepayments to secure supply contracts for 1-3 years, reflecting the strong demand for AI storage solutions.