1. Sources: ByteDance is in talks with Samsung regarding the manufacturing of its self-developed AI chip.
2. Samsung claims it has regained its position at the top of the memory industry with HBM4 and plans mass production this month.
3. Samsung Electronics CTO: Strong demand for memory is expected to continue until 2027; customer feedback on HBM4 is positive.
4. Samsung Electronics plans to launch LPDDR5X-PIM samples in the second half of the year.
5. SK Hynix is developing new technologies to reduce NAND manufacturing costs.
6. SMIC's Zhao Haijun: HBM shortages will continue, but the downward trend in mobile phones and computers may reverse in the third quarter.
7. Winbond Electronics: DRAM shortages are expected to continue, with memory prices expected to surge by 90% to 95% this quarter.
8. Tight DRAM supply is expected to continue until 2028; Deutsche Bank raises Micron's target price again.
9. Cisco CEO: Memory price increases have been announced; the company will continue to monitor market trends and make further adjustments as necessary.
10. MediaTek: January revenue declined by over 8% year-on-year and month-on-month; Q1 mobile phone business revenue will see a significant decline.
11. TrendForce: Rising storage prices drag down mobile phone production; double-digit decline may occur in 2026.
