1. Changxin Technology's IPO on the Science and Technology Innovation Board will be reviewed on May 27th.
2. Micron Technology: The shortage of high-bandwidth memory (HBM), dynamic random access memory (DRAM), and flash memory (NAND) is expected to continue beyond calendar year 2026.
3. Samsung Electronics' union postponed its strike after reaching a preliminary wage agreement with Samsung.
4. Nvidia and Amazon are advancing the development of a new generation of storage architecture, with GPUs directly controlling SSDs.
5. The domestic wafer foundry industry is experiencing a boom, with leading companies raising prices.
6. Nvidia CFO: Production and shipment of Vera Rubin are expected to begin in the second half of this year.
7. Targeting the power consumption challenges of AI data centers, a new power supply chip achieves 96.2% efficiency in converting 48V to 4.8V.
8. Pingtouge: Two generations of chips with stronger computing power, the Zhenwu V900 and Zhenwu J900, will be launched successively in the next two years.
9. Chengbang Co., Ltd.: Its subsidiary, Xincun Electronics, is mainly engaged in the research and development and design of semiconductor memory, and its current business scale is relatively small.
