1. Alibaba clarifies its "Cloud + AI + Chip" strategy; PPU chip shipments have reached hundreds of thousands.
2. Alibaba is considering increasing its investment in AI infrastructure and cloud computing from 380 billion yuan to 480 billion yuan over the next three years.
3. Apple CEO Tim Cook: Memory prices will have a "bigger impact" on profit margins in the second fiscal quarter.
4. Unisplendour Microelectronics: Limited by customer pressure, it is difficult to adjust memory chip prices in the short term.
5. With memory price recovery and AI demand, Jiangbolong expects its net profit to reach a maximum of 1.55 billion yuan in 2025.
6. Despite significant growth in its memory business, Intang Intelligent Control expects its net profit to decline to 23 million-28 million yuan in 2025.
7. Beijing Junzheng: 2025 net profit is expected to increase by 1%-10% year-on-year, with memory chip sales revenue increasing year-on-year.
8. Anhui's AI chip "little giant" plans to IPO in Hong Kong; a leading memory chip company holds more than 10% of its shares.
9. Institutional Analysts: Rising prices of memory chips, panels, and precious metals are impacting TV brand profits; global shipments for 2026 may be revised downwards.
10. Tianjin New Unisplendour's new computing architecture project begins production of its first-generation chip.
11. Vietnam's FPT Group establishes a semiconductor chip packaging and testing plant.
