1. Apple anticipates continued increases in memory costs; Cook stated multiple solutions will be implemented. 2. AI demand drives up memory chip shipments; South Korean exports continued to surge in April. 3. The AI boom has led to supply shortages

2026-05-05

1. Apple anticipates continued increases in memory costs; Cook stated multiple solutions will be implemented. 2. AI demand drives up memory chip shipments; South Korean exports continued to surge in April. 3. The AI boom has led to supply shortages; Apple raised the starting price of the Mac Mini to $799. 4. According to reports, global smartphone shipments reached 298.5 million units in Q1, a year-on-year increase of 1%. 5. Western Digital expects quarterly revenue to exceed expectations, driven by demand for AI-powered storage. 6. According to Sigmaintell Consulting, global OLED smartphone panel shipments reached approximately 200 million units in Q1, a year-on-year increase of approximately 4.7%. 7. Facewall Intelligent and Rockchip will jointly develop an AI Box product for smart cockpit scenarios.