1. Jensen Huang: Nvidia will use whatever memory manufacturers expand their capacity.
2. Changxin Memory's LPDDR5X LPCAMM2 memory module has been unveiled, boasting 32GB and 8533MT/s speed.
3. Micron out of the running? Reports indicate Nvidia's Vera Rubin chip will only use Samsung and SK Hynix's HBM4 technology.
4. Details of Intel's "Panther Lake-H" mobile processor have been revealed, featuring a discrete chip design.
5. Nomura: Memory chip prices may rise further in Q2.
6. Rising memory prices boost Samsung shareholder return expectations.
7. Shannon Semiconductor: Prices of its own-brand Hypu memory products will be dynamically adjusted.
8. Alibaba Cloud's Kingsoft computing center is accelerating production, building a large-scale computing center based on the "Zhenwu" chip.
9. Lead Intelligent Equipment becomes a core component supplier for OPPO Find N6. 10. Gateland, a leading domestic automotive-grade millimeter-wave radar chip company, has initiated its IPO preparation process.
