meritz

Meritz Securities, a South Korean securities company, pointed out that the orders received by storage chip manufacturers for 2027 to 2028 far exceed their production capacity. Even if the Democratic Party in the United States gains an advantage in the midterm elections, leading to delays or adjustments in some data center projects, it is unlikely to fundamentally change the supply shortage of storage chips.Meritz stated that the order delivery rate for storage chips this year (the ratio of available production capacity to order volume) has remained at a low level of 80% to 85%, driving a significant increase in storage chip prices. It is expected that the supply-demand gap will further widen in 2027, and the order delivery rate may drop to around 80%. During a recent visit to South Korea, OpenAI CEO Sam Altman requested SK hynix and Samsung Electronics to provide customized storage products such as HBM for 2027 to 2030, with demand exceeding the available production capacity of both companies.Community user Teng Yan added that Samsung stated during a conference call with Meritz on October 29 that 10 large customers have signed multi-year storage supply agreements, and an equal number of customers are in negotiations. The demand for storage customers has also expanded from cloud service giants and AI server manufacturers to more fields. Therefore, the slowdown in U.S. data center approvals will only affect some orders and is unlikely to change the overall tight supply-demand situation.

According to BBX data, yesterday global publicly listed companies in the U.S. stock market and mainstream financial institutions disclosed the latest developments in the disposal of crypto asset treasury, corporate governance accountability, and Layer 2 security tokenization cooperation. The core information is as follows:Shareholder Bastion Trading, holding approximately 9.99% of SkyAI shares, issued a statement pressuring for accountability regarding the liquidation of SOL and demanding a board restructuring: Major shareholder Bastion Trading, which holds approximately 9.99% of the NASDAQ-listed company SkyAI (NASDAQ: $SKYA), officially released a statement requesting that SkyAI's Executive Chairman Paul K. Danner III and three directors Soren Bo Christiansen, Timothy J. Ruemler, and Jason L. Monroe publicly explain their specific roles in evaluating, approving the takeover offer, and overseeing the complete liquidation of SOL, including who authorized and supervised the liquidation, reviewed the timing of the transaction, execution methods, counterparties, and transaction costs.Meritz Securities of South Korea signs MOU with Optimism Foundation to explore tokenized financial asset clearing based on OP Stack: South Korea's mainstream financial institution Meritz Securities announced the signing of a memorandum of understanding (MOU) with the Optimism Foundation. The two parties will jointly study the issuance, clearing, and distribution framework of tokenized financial assets based on OP Mainnet and other OP Stack networks, deeply exploring the commercial viability of using Ethereum public Layer 2 as a financial-grade distribution and clearing infrastructure. Meritz Securities stated that it will focus on exploring tokenized financial products based on high-quality local assets within the legal and licensing compliance framework, and will promote implementation in conjunction with the progress of South Korea's security token offering (STO) regulations. Previously, KB Securities and DB Securities in South Korea have also successively accessed the OP Stack ecosystem to explore related tokenization businesses.