1. Nvidia's chip sales to China face further difficulties as the US pushes for stricter restrictions.
2. Ministry of Industry and Information Technology: Breakthroughs in key technologies such as computing chips and industrial large-scale models are needed to optimize the application ecosystem.
3. Yangtze Memory Technologies' Phase III project is scheduled to be completed and put into production this year.
4. Institutions: DRAM spot prices are far higher than contract prices; new contracts are needed to determine future trends.
5. The memory chip shortage is impacting the mobile phone supply chain; Qualcomm and Arm's earnings guidance is causing market unease.
6. The memory supercycle is intensifying; Samsung's market capitalization surpasses 1000 trillion won for the first time.
7. S&P: Samsung Electronics' EBITDA margin may rise to around 35%.
8. Counterpoint: Broadcom and TSMC may become the big winners in custom chips.
9. SanDisk is considered a core stock in the NAND recovery; Bernstein raises its target price to $1,000.
10. Qualcomm's quarterly results met expectations, but its guidance for the next quarter fell short. The mobile phone business may face a double decline due to storage shortages.
11. NanoXplore and STMicroelectronics jointly launched a European aerospace-grade FPGA chip.
