1. SK Hynix is reportedly set to list in the US as early as August.
2. SK Hynix plans to triple its wafer capacity by 2034.
3. Analysts: Nvidia lowers the capacity of its Vera CPU, highlighting the persistent LPDRAM supply shortage and rising demand in the medium to long term.
4. Samsung is considering building a new advanced chip packaging plant to meet global chip demand.
5. The DDR4 shortage has spread to DDR3 NAND prices, which have stabilized.
6. TSMC CFO: Price increases for chips are not ruled out, but a sudden surge of four or five times is unlikely.
7. AI chip demand remains strong, with TSMC's sales revenue increasing by 30% in the first five months.
8. Analysts: Global smartphone SoC shipments declined by 8% year-on-year in the first quarter.
9. Xingfa Group: Sodium hypophosphite products for memory components saw both volume and price increases, with prices rising 15%-20% quarter-on-quarter in the second quarter.
10. GRINM Powder Materials: The market has recently paid close attention to concepts such as memory chips, but the company's products are upstream raw materials, and the downstream applications are uncertain.
