1. SK Hynix's market capitalization surpasses $1 trillion. 2. Micron joins the trillion-dollar club; the AI race fuels a memory chip boom. 3. Institutions: Micron's Fab 6 begins LPDDR4/DDR4 production, not affecting the DDR4 supply shortage. 4. Sa

2026-05-27

1. SK Hynix's market capitalization surpasses $1 trillion. 2. Micron joins the trillion-dollar club; the AI race fuels a memory chip boom. 3. Institutions: Micron's Fab 6 begins LPDDR4/DDR4 production, not affecting the DDR4 supply shortage. 4. Samsung plans to invest $1.5 billion in Vietnam to build a chip testing plant. 5. Customers are cautious with inventory buildup, resulting in low purchasing intentions and a widening price drop in DDR4 memory modules. 6. Lu Weibing: Xiaomi will not pass on the increased memory costs to consumers. 7. Shenzhen Technology: Subsidiary plans to expand high-end memory chip packaging and testing capacity with an investment of 1.47 billion yuan. 8. Biwin Storage: Plans to continue joint investment with related parties in Xingyun Integrated Circuits. 9. The first batch of AI training and inference chips passed national security and reliability assessments. 10. Ministry of Industry and Information Technology: Promoting the review and approval of standards for control chips, computing chips, in-vehicle communication chips, security chips, and power chips.