1. Micron's HBM4 production ramp-up is progressing smoothly.
2. Nvidia CEO Jensen Huang: Hopes memory suppliers can increase production capacity as soon as possible.
3. Nvidia CFO: We anticipated the surge in memory prices and placed orders in advance.
4. Micron CEO Mehrotra: Memory shortages may continue into next year; new capacity will not be available on a large scale until 2028.
5. Micron's Virginia 1α DRAM production line has started production, ensuring the supply of DDR4 memory in the US (LP).
6. Samsung's union wage agreement saw a significant increase in voting rates, just one step away from final approval.
7. Samsung's Lee Jae-yong is reportedly meeting with MediaTek's Tsai Li-hsing to try and secure contract manufacturing of Dimensity chips.
8. Institution: European smartphone shipments are expected to decline by 6% year-on-year in Q1 2026.
9. Longteng Optoelectronics: Consumer electronics market demand faced temporary pressure in Q1 due to factors such as rising prices of memory chips and other electronic components.
10. Huatian Technology: Its subsidiary, Huatian Nanjing, plans to invest 3 billion yuan to construct the second phase of the Huatian Nanjing Integrated Circuit Advanced Packaging and Testing Industrial Base.
