1. Xiechuang Data: Q1 net profit is expected to increase by 284%-402% year-on-year, with significant growth in intelligent computing products and services.
2. SanDisk is reportedly establishing an HBF high-bandwidth flash memory production line, aiming for commercialization next year.
3. Shanghai Electric Group: Q1 net profit attributable to shareholders is expected to be RMB 1.18 billion-1.26 billion, a year-on-year increase of 54.76%-65.25%.
4. TSMC is preparing its next-generation CoPoS packaging technology, with the pilot production line expected to be completed in June this year.
5. The trend of long-term storage contracts is spreading; Kioxia is negotiating a three-year long-term supply agreement.
6. Nvidia: Reports about acquiring a PC manufacturer are "untrue".
7. Omdia: Global PC shipments are expected to decline by 12% in 2026, with tight memory and storage supply being the main pressure.
