1. Reports indicate that Nvidia's Vera Rubin chip only uses HBM4 technology from Samsung and SK Hynix.
2. Jensen Huang: Supply chain shortages, including memory chips, are good news for Nvidia.
3. Rumors of mobile phone price increases are drawing attention; several stores in Hangzhou say they have not yet received any notification.
4. Biwin Storage: Memory product market prices rose sharply in the first quarter, but future price trends remain uncertain.
5. Longsys: Has established deep and multi-faceted cooperative relationships with major global memory wafer manufacturers and signed long-term supply agreements or memorandums of understanding.
6. AMEC launches its new generation CMS32F040 series 32-bit microcontrollers.
7. Wang Teng: Memory prices will continue to rise in the second quarter; the mobile phone industry estimates a wave of large-scale layoffs this year.
8. The industry is considering further relaxing future HBM memory height restrictions, potentially delaying the adoption of hybrid bonding.
9. Ansteel Technology: High-purity tungsten/molybdenum sputtering targets and other materials can be applied to key processes in memory chip manufacturing.
10. Nanya Technology: The supply-demand imbalance in DRAM memory is not expected to gradually improve until the second half of 2028 at the earliest.
