1. TrendForce March Panel Price Watch: TV and monitor panel prices rose, while notebook panel prices stopped falling.
2. Tesla: Building the TERAFAB chip factory is to bridge the gap between current chip production capacity and future demand.
3. Huawei's Xiao Degang: AI technology and storage are inseparable, accelerating the transition to a new stage of mutual empowerment.
4. AMEC: To accelerate the development of its memory chip business, it plans to invest 160 million yuan to acquire a 20% stake in Zhuhai Boya.
5. The HBM4E competition intensifies: SK Hynix is reportedly planning to introduce TSMC's 3nm process to surpass Samsung and compete for dominance in AI memory performance.
6. Storage giant Kioxia issues a production halt notice, involving TSOP packaged products.
7. Reports indicate that Samsung Electronics is discussing binding multi-year memory supply agreements with Google and Microsoft.
8. Micron CEO Mehrotra: After the widespread adoption of Level 4 autonomous driving, a car will require more than 300GB of memory.
9. Blackview launches the NEX60 compact desktop PC: Core 5 210H processor, 16GB DDR4 memory.
