1. The US plans to grant chip tariff exemptions to major tech companies.
2. The memory chip "supercycle" breaks cyclical patterns, with supply shortages potentially lasting throughout the year.
3. AI demand surges, with MLCCs taking over from memory chips in price increases.
4. Institutions: Memory prices in Q1 surged by up to 90% compared to Q4 2025.
5. TrendForce: AI drives a supercycle, with memory chip production value climbing more than double that of wafer foundries.
6. Sugon: Plans to issue convertible bonds to raise no more than 8 billion yuan for projects such as advanced computing power cluster systems for artificial intelligence.
7. Institutions: Traditional DRAM profit margins surpass HBM for the first time.
8. Hygon Information: The company's business layout does not currently involve TPU chips.
9. The NanoIC pilot production line under the chip bill is launched, with the EU allocating 700 million euros.
10. Infineon returns to the Eurobond market, joining the AI financing wave.
