1. Reports indicate that Samsung's foundry business has secured its first chip manufacturing order from Elon Musk's Neuralink.
2. Reports suggest Samsung Display is betting on RGB OLEDoS technology.
3. Prices for popular electronic specialty gases fluctuate daily; industry insiders say factories operating on double shifts are still struggling to meet demand.
4. AMD acquires MEXT to alleviate the increasingly prominent memory bottleneck in data centers.
5. Omdia: Display panel demand forecasts downward in 2026, with shipments expected to decline by 6%.
6. Jinchuan Group (600006.SH), which has seen three consecutive days of limit-up trading, currently has no products directly applied to the semiconductor memory chip field.
7. Hengshang Energy Saving: Plans to acquire control of Shenzhen Jinsheng Electronics Co., Ltd., which will suspend trading starting tomorrow. Jinsheng focuses on R&D, production, and sales in the solid-state storage field.
8. AMD acquires MEXT to find new cost-reduction paths for AI workloads that consume excessive memory.
9. MSI Chairman Xu Xiang: Memory supply visibility is only about one month; the DIY market is expected to decline by over 20%. 10. Reports indicate that Qualcomm is in talks to acquire Tensorrent in order to enhance its AI chip development capabilities.
