1. The US approves the sale of H200 chips to 10 Chinese companies.
2. A South Korean anhydrous hydrofluoric acid supplier is reportedly raising prices for Samsung and SK Hynix, with a significant increase expected in June-July.
3. Samsung is reportedly developing new mobile memory packaging technology, potentially increasing bandwidth by up to 30%, initially for the Exynos 2800.
4. Jefferies: The Samsung strike could affect approximately 3% of global memory chip production.
5. Foxconn executive: Rising memory costs are putting pressure on production.
6. SMIC's Zhao Haijun: Dedicated memory chips remain in short supply.
7. Institution: Mobile DRAM contract prices remained strong in Q2 2026, compressing smartphone production.
8. Institution: Global AMOLED smartphone panel shipments in Q1 2026 are estimated at approximately 210 million units, a year-on-year decrease of 0.7%.
9. MAG Smart: Will closely monitor the memory chip market and adjust memory chip inventory accordingly.
