1. A surge in energy storage cell production capacity expansion is underway. Industry insiders warn of a potential structural gap and caution against low-level duplication of construction.
2. Sugon releases high-end all-flash memory.
3. TrendForce reports continued market divergence in May: DRAM sellers are reluctant to sell and are raising prices, while NAND flash buyers are adopting a wait-and-see approach and pushing for lower prices.
4. Mianbi Intelligent releases open-source MiniCPM-V4.6: 1.3B parameters require only 6GB of RAM for smooth operation.
5. Reports indicate that AI chip company Cerebras rejected acquisition offers from Arm and SoftBank.
6. PuRan Technology: Its main products include niche non-volatile memory products such as 2D NAND, with a relatively small market size.
7. AMEC: Highly values the R&D of advanced packaging products.