1. Counterpoint: Global DRAM revenue grew 80% quarter-over-quarter in Q1, and prices are expected to continue to rise 50% quarter-over-quarter in Q2.
2. Q1 Global DRAM Market Share Ranking: Samsung continues to lead, Changxin Memory's share rises to 7.7%.
3. Reports indicate TSMC will raise 3nm prices by 15% in the second half of the year, and may raise them another 10% next year.
4. Shanghai Stock Exchange: Changxin Technology Group Co., Ltd.'s IPO review status has changed to "submitted for registration."
5. Shannon Semiconductor: Hypu Memory expects significant revenue growth in 2026.
6. Loongson Technology's first GPU chip, 9A1000, is about to enter the testing phase.
7. Tencent's self-developed "Canghai Chip" won the Moscow State University Hardware Video Coding Competition, and the V2 version is about to enter mass production.
8. GRINM Advanced Materials: Its subsidiary, GRINM E-Gold, is a target material supplier for Yangtze Memory Technologies and Changxin Memory Technologies.
9. Institutions: Rising memory prices and shortages are impacting the e-paper tablet market, while the smart retail sector continues to expand.
10. An industry report indicates that Japan's smartphone shipments are projected to decline for the first time in three years in fiscal year 2026, impacted by a sharp rise in memory prices.
11. South Korean AI chip company FuriosaAI collaborates with Broadcom to develop a next-generation 2nm inference accelerator.
