1. "Father of HBM": By 2038, HBF storage demand will surpass HBM.
2. Storage chip shortage remains unresolved; HP and other major PC manufacturers reportedly considering mainland Chinese suppliers for the first time.
3. Reports indicate Nvidia's RTX 60 series graphics cards will be delayed, with mass production expected only at the end of 2027.
4. TSMC announces it will produce 3nm chips at its Kumamoto plant in Japan.
5. MediaTek: Data center ASIC business could exceed $1 billion by 2026.
6. ASUS: Storage chip shortage may continue into the second half of 2027.
7. Qualcomm: Will increase production of high-end smartphones to address storage shortages.
8. Institution: NAND prices rose by up to 90% in the first quarter.
9. Sony: Has secured sufficient PS5 memory for this year's holiday sales season.
10. Huahai Chengke: The current storage industry is experiencing a supercycle driven by AI, which has a positive impact on the company's operations.
11. CITIC Securities: Optimistic about the expansion of storage capacity and the acceleration of technological iteration, there is broad room for growth for core semiconductor suppliers.
