1. Industry groups urge the US government to increase the supply of memory chips.
2. Institution: AI demand is driving explosive growth in the global NAND memory market, with Q1 2026 revenue reaching a record high of $46 billion.
3. Institution: Yangtze Memory Technologies (YMTC) is expected to jump to third place in the global market due to increased memory demand.
4. Longsys: Will continue to deepen its memory business layout in AI servers and data centers.
5. SK Hynix showcases 12-layer stacked 48GB HBM4E memory.
6. The chairmen of SK Group and TSMC agree to deepen cooperation in HBM and advanced packaging.
7. Phison's Pan Jiancheng: Memory shortages in 2027 will be more severe than this year.
8. Institution: The global semiconductor market size is expected to exceed $1.5 trillion in 2026.
9. Institution: Memory prices rose across the board in the first quarter, with quarterly increases for various products reaching record highs.
10. Marvell released the Teralynx T100, a 102.4 Tbps switching chip, claiming 25% energy savings.
