1. SK Hynix: Production will not be interrupted; the exact cause of the accident is under investigation.
2. Top Wall Street fund manager: SK Hynix will continue to benefit from the memory chip supply shortage.
3. Goldman Sachs: The memory market supply shortage will continue until 2028.
4. Phison partners with Intel to launch AI PC memory expansion technology.
5. Institution: Contract prices are rising rapidly; DRAM industry revenue increased by 81% quarter-on-quarter in the first quarter.
6. Goldman Sachs: MLCCs have become the third largest cost item in the AI server bill of materials, after GPUs and memory chips.
7. my country achieves mass production of glass hard drives, with a maximum single-drive capacity of 360TB.
8. Nvidia enters the PC market with its RTX super chip, driving the modernization of computers in the AI era.
9. Edge AI drives the next round of growth; domestic memory chips usher in new opportunities.
10. Naura Technology Group releases a 12-inch advanced gas cluster ion beam etching equipment.
11. GRINM Advanced Silicon: Its lightly doped products have passed certifications from customers such as Yangtze Memory Technologies.
12. Huada Jiutian: It has established strategic partnerships with leading domestic memory manufacturers.
