1. Memory chip price increases may continue throughout the year, with the rise of China's industry becoming a key factor.
2. Semiconductor Industry Association (SIA): AI and HBM demand drive global wafer shipment growth, but revenue declines.
3. Reports indicate that Samsung Electronics' 1nm DRAM yield has reached 80%, and HBM4 yield is close to 60%.
4. AMD agrees to sell AI chips worth up to $60 billion to Meta.
5. Apple: Will purchase over 100 million advanced chips manufactured by TSMC in 2026.
6. Peking University team achieves significant breakthrough in chip technology.
7. Shunwang Technology: The company is steadily advancing the construction of its cloud edge computing center, connecting more high-performance graphics card computing power to meet the needs of various application scenarios.
8. Kaipei Cloud: Terminated the acquisition of 100% equity in storage company Nanning Taike, which focuses on producing high-end storage products.
9. Acer CEO Chen Junsheng: Memory shortages will continue at least until mid-2026.
10. SK denied media rumors, saying it has never discussed building a DRAM memory wafer fab in Japan.
