1. Wuhan Yangtze Memory Technologies Co., Ltd. (YMTC) reported Q1 revenue exceeding 20 billion yuan and is undertaking an "epic expansion."
2. Samsung Electronics: Strong demand for HBM and DRAM, with AI-driven chip supply shortages continuing into the second half of the year.
3. LG Electronics: Discussing comprehensive strategic cooperation with Nvidia in robotics.
4. Meta Platform plans to extend the uptime of some servers during the memory shortage.
5. Supply shortages of memory chips drive growth; GigaDevice's Q1 net profit surges 522%.
6. Macronix seizes the opportunity presented by Samsung's exit: filling the entry-level memory chip market, MLC NAND revenue grows 382% year-on-year in Q1 2026.
7. Breaking the 2nm process limit: DNA biotransmitters achieve a dual breakthrough in molecular-level computing and storage.
8. ASUS officially announces support for single-channel HUDIMM memory on Intel 800 series motherboards.
9. Hygon Information's Sha Chaoqun: AI inference increases the demand for CPU concurrency and memory capacity.
