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Williams said the Fed will adjust reserve-management purchase operations as needed.
2026-06-26
Williams said the Fed will adjust reserve-management purchase operations as needed.
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2026-06-26
Market sources say Samsung Group will invest 1,000 trillion won in South Korea over the next 10 years.
Market sources say Samsung Group will invest 1,000 trillion won in South Korea over the next 10 years.
2026-06-26
1. **Institutions:** Micron's long-term agreements mitigate industry cyclical volatility. 2. Micron's market capitalization briefly surpassed Meta and Tesla, two of the "Seven Sisters" of the semiconductor industry. 3. Samsung to announce a 1000 tr
1. **Institutions:** Micron's long-term agreements mitigate industry cyclical volatility. 2. Micron's market capitalization briefly surpassed Meta and Tesla, two of the "Seven Sisters" of the semiconductor industry. 3. Samsung to announce a 1000 trillion won investment in South Korea over the next 10 years. 4. Qualcomm releases HBC high-bandwidth computing architecture for AI data centers. 5. **Guojin Securities:** Micron Technology advances long-term agreements; supply-demand gap expected to persist. 6. **Morgan Stanley:** Raises Micron's target price to $1200, maintains "Overweight" rating. 7. **Microsoft announces price increase; game console storage and memory costs have surged 2.5 times. 8. **Institutions:** Changxin may narrow the wafer capacity gap with Micron by the end of 2026. 9. **IBM launches world's first sub-1nm chip technology. 10. **Apple announces price increase:** iPad and Mac prices adjusted first; storage cost pressure "unprecedented." 11. JPMorgan Chase: The role of memory as a strategic asset in general artificial intelligence remains unchanged. 12. GigaDevice: The storage industry experiences significant cyclical fluctuations; supply and demand will eventually rebalance. 13. HSBC: SK Hynix's US listing plan is a positive factor; target price raised by 38% to 4 million won. 14. Bank of America: Raised valuation expectations for TSMC, ASE, etc.; advanced processes and advanced packaging remain the most barrier-of-barrier segments in the industry chain.
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