1. The three major memory chip manufacturers are betting on new DRAM technologies, potentially opening up opportunities in two types of interface chips.
2. Biwin Storage: The National Integrated Circuit Industry Investment Fund Phase II reduced its holdings in the company by 1.85% between February 4th and May 3rd.
3. BOE Technology Group: Affected by rising memory prices, terminal manufacturers and panel manufacturers will face some pressure in certain product categories.
4. Micron Technology: The 245TB Micron 6600 ION SSD has already shipped.
5. AMD's Lisa Su: Server CPU revenue is expected to grow by over 70% year-on-year in the second quarter, with continued strong growth expected in 2027.
6. Wanrun Technology: Invested in Changjiang Wanrun Semiconductor and Wanrun Storage in the memory sector, and is striving to expand its memory business revenue.
7. Aerospace Intelligent Equipment: Shipments of aerospace memory chips are stable, and product prices will be adjusted reasonably.
8. ADATA: Memory shortages are expected to last until 2027, with inventory exceeding 8.6 billion yuan.
9. Synology releases new RackStation series enterprise high-performance storage products, expandable up to 64 drive bays.
