1. US media: Alibaba, Tencent, and ByteDance are turning to domestic suppliers to cope with the global memory chip shortage.
2. Memory chip prices continue to rise; Goldman Sachs raises its target for the South Korean Kospi index to 7000 points.
3. Major memory module manufacturer ADATA: Inventories of the three major original equipment manufacturers are nearing warning levels; several cloud vendors are proactively seeking long-term contracts.
4. The US plans to extend AI chip export controls globally; Nvidia, AMD, and other companies will need licenses to export.
5. Institutions: Rising memory prices are impacting the supply chain; global mobile phone panel shipments are projected to decline by 7.3% year-on-year in 2026.
6. The spot market is characterized by a wait-and-see attitude; DRAM and NAND Flash prices are showing divergent trends.
7. Lei Jun responds to the surge in memory prices: Efforts will be made to absorb cost pressures by improving efficiency.
8. Nanya Technology launches customized AI memory R&D; progress is expected to be announced in the second half of this year.
9. Parallel Technology: Plans to purchase GPU computing servers and storage equipment for no more than 80.66 million yuan. 10. Powersource Information: Distributor of Changxin Memory and Yangtze Memory products.
11. Soaring storage costs are eroding Nintendo's gaming ecosystem, putting pressure on software sales for the Switch 2.
