1. SK Hynix expands mass production of its most advanced DRAM at its new M15X plant.
2. Omdia: Global PC shipments grew 3.2% year-on-year in Q1, but rising memory and SSD prices squeezed full-year profits.
3. Rising memory prices put pressure on end-users; the consumer electronics supply chain is responding with differentiated strategies.
4. Huahai Qingke's first 12-inch wafer thinning equipment for advanced storage rolled off the production line.
5. Lianyun Technology: Plans to raise no more than 2.062 billion yuan through a private placement for R&D of storage controller chips and other projects.
6. Tongfu Microelectronics: Plans to raise no more than 4.22 billion yuan through a private placement to increase storage chip packaging and testing capacity.
7. Lenovo completes its acquisition of enterprise storage company Infinidat, which will operate independently as an ISG business unit.
8. Bank of America: The semiconductor market is expected to reach $2 trillion by 2030.
9. UBS raised its target price for SK Hynix from 1.55 million won to 1.7 million won.
10. The Vietnamese government is in talks with Samsung about a memorandum of understanding, which is reportedly expected to bring in $4 billion in chip packaging investment.
