1. **Institution:** Upward pressure on storage costs continues; the overall notebook computer panel market is expected to decline by 5% this year.
2. **SK Hynix aggressively expands 1c DRAM:** Yield has risen to 80%, with over half of its capacity to be converted this year.
3. **Institution:** The DRAM price increase cycle is expected to continue in the second quarter, with the rate of increase narrowing in the second half of the year.
4. **Kioxia is considering its first dividend payout since its IPO and establishing a stable dividend mechanism.
5. **Counterpoint:** Samsung Electronics' memory business is projected to generate $50.4 billion in revenue in Q1 2026.
6. **Huahai Qingke:** The 1000th CMP (Chip Module Manager) unit has officially rolled off the production line, reflecting the expanding demand for advanced storage and other fields.
7. **Biwing Memory:** Emtil is suing the company in two patent disputes; Emtil is a joint venture between MTL and a wholly-owned subsidiary of Jiangbolong.
8. **TrendForce:** DDR4 spot prices fell 1.18% this week, with the DRAM memory market experiencing a moderate downturn.
9. Michael Dell: Total memory demand for AI accelerators in 2028 will be 625 times that of 2023.
10. With its memory business and a 3-year exclusive supply of screens for Apple's iPhone Fold, Samsung's profits are expected to surpass Nvidia's in 2027.
