1. Samsung, SK Hynix, and Micron face class-action lawsuits for alleged price manipulation.
2. Reports indicate Samsung Electronics is accelerating its 1.4nm advanced process development and deepening cooperation with Applied Materials and Lam Research.
3. Lee Jae-yong: Samsung is accelerating chip production expansion; Gwangju will be developed into a memory chip base.
4. South Korea plans to build an 18.4 GW AI data center by 2035.
5. SEMI: Global investment in 300mm memory wafer fabs will exceed $50 billion for the first time in 2026.
6. The market is optimistic about Samsung and SK Hynix's investment plans; further policy developments will be closely watched.
7. GigaDevice: Prices will see a significant decline as niche memory market capacity increases marginally.
8. SEMI: Global investment in 300mm memory wafer fabs will exceed $50 billion for the first time in 2026.
9. The world's hottest memory ETF includes Chinese chip leader GigaDevice for the first time, making it its eighth largest holding.
10. Jefferies: Memory prices are expected to surge again by 40%-50% in the third quarter of this year.
11. Applied Materials releases a series of 3D manufacturing equipment for AI chips, targeting HBM stacking technology.
12. Guanggang Gas: The company's first domestic helium small molecule deep-earth storage project, in cooperation with the Chinese Academy of Sciences, is still in the early stages of construction.
