1. Prices of some memory modules surged by over 300%, with reports indicating the storage market has entered a super bull market.
2. Institutions: DRAM sellers are stockpiling inventory, and mainstream DDR4 prices have risen by 10%.
3. AI is driving a super cycle in the storage industry, with SanDisk and Western Digital's stock prices hitting new highs.
4. SK Hynix: There are currently no plans to discuss or exit the consumer product business.
5. SK Hynix's new chip factory in Yongin, South Korea, will begin production ahead of schedule.
6. Reports indicate that SK Hynix is halting production of consumer-grade memory, shifting resources to the B2B and AI server markets.
7. Institutions: Soaring storage prices are impacting sales, and smartphone production may weaken in the second quarter.
8. Zhengfan Technology: The company has a small indirect investment in Changxin Memory Technologies Co., Ltd., and is a long-term partner and important supplier of Changxin Memory.
9. Yangtze Memory Technologies Co., Ltd. has applied for patents on memory devices and their operation, aiming to improve the efficiency of erase operations.
10. Hangzhou's "15th Five-Year Plan" recommends: implementing research and development plans for cutting-edge technologies in large-scale models, high-end chips, basic software, and model algorithms; and building an open-source community for artificial intelligence.
