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US FINAL Q4 GDP +0.5% (CONSENSUS +0.7%)
2026-04-09
US FINAL Q4 GDP +0.5% (CONSENSUS +0.7%)
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2026-04-09
The four-week moving average of initial jobless claims in the United States for the week ending April 4 was 209,500, compared with a revised figure of 208,000 for the previous week (originally 207,750).
The four-week moving average of initial jobless claims in the United States for the week ending April 4 was 209,500, compared with a revised figure of 208,000 for the previous week (originally 207,750).
2026-04-09
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 t
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.
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