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CITI: RAISING OUR BASE CASE AVERAGE BRENT CRUDE OIL PRICE FORECASTS TO $110/95/80/BBL FOR 2Q/3Q/4Q 2026

2026-04-27

CITI: RAISING OUR BASE CASE AVERAGE BRENT CRUDE OIL PRICE FORECASTS TO $110/95/80/BBL FOR 2Q/3Q/4Q 2026

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2026-04-27

1. Samsung union discloses strike impact: memory chip production plummets by over 18% in a single day. 2. DeepSeek input cache price drops to 1/10 of its initial launch price. 3. Samsung and Kingston SSDs raise prices, with increases starting at 10

1. Samsung union discloses strike impact: memory chip production plummets by over 18% in a single day. 2. DeepSeek input cache price drops to 1/10 of its initial launch price. 3. Samsung and Kingston SSDs raise prices, with increases starting at 10%. 4. Biwin Storage launches industrial-grade wide-temperature eMMC TGE408: self-developed controller, algorithms, and locally sourced NAND. 5. Seagate announces its external storage "three musketeers": One Touch, FireCuda X Vault, and LaCie 8big Pro5. 6. Reports indicate Nanya Technology has entered the LPDDR memory supply chain for NVIDIA's Vera Rubin platform. 7. Intel's collaboration on ZAM memory development receives Japanese government subsidies: claims to have approximately 40% lower power consumption than traditional HBM, with mass production targeted for around 2029. 8. Ming-Chi Kuo: OpenAI partners with Qualcomm and MediaTek to develop mobile phone chips, with mass production expected in 2028. 9. LoongArch incorporates several improvements into the Linux 7.1 kernel, enhancing CPU vulnerability handling and expanding support for atomic instructions.
2026-04-27

New Easun's stock price rose more than 2% in early trading. The company stated in a conference call that 1.6T and 800G optical modules are the main products to be delivered this year. The pace of capacity expansion this year is very certain, and the

New Easun's stock price rose more than 2% in early trading. The company stated in a conference call that 1.6T and 800G optical modules are the main products to be delivered this year. The pace of capacity expansion this year is very certain, and the proportion of 1.6T will increase significantly in Q2, and is expected to be even more significant in Q3 and Q4.
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