1. Analysts: Soaring memory chip prices may dampen consumer demand.
2. Nvidia reportedly may not release any new gaming graphics cards this year.
3. CPU supply shortage escalates again; Intel and AMD reportedly informed Chinese customers of delivery delays.
4. Samsung HBM4 chips reportedly to ship to Nvidia this month.
5. Institution: Downgrades Micron's HBM4 market share in Nvidia's Rubin to 0%.
6. Memory giants include "post-settlement" clauses, allowing adjustments to delivery prices after supply ends.
7. Memory supply shortages lead Microchip to expect lower-than-expected fourth-quarter profits.
8. Memory giants include "post-settlement" clauses, allowing adjustments to delivery prices after supply ends.
9. Hanmi Semiconductor: Plans to launch TC bonding machines for producing HBM5 and HBM6 chips in the second half of the year.
10. Game company Valve: Needs to re-evaluate Steam console launch date and pricing due to memory shortages.
11. Zhenxin Technology: Launched a fully digital multi-beam synthesis chip to meet the needs of commercial aerospace companies such as SpaceX and OneWeb.
