1. South Korea drafts a 392 trillion won investment plan, with giants like Samsung and SK Hynix heavily investing in the central region.
2. SK Hynix: Plans to invest 80 trillion won by 2029 to build new NAND production lines.
3. Samsung's HBM4E yield rate surpasses 70%, and the development of its seventh-generation AI memory has entered a stable phase.
4. Reports indicate that SK Hynix's long-term supply agreement does not include a price cap.
5. Samsung Display plans to expand its sixth-generation OLED production line.
6. Distributors confirm MLCC leader Yageo's price increase.
7. imec predicts 0.3nm process technology will be achieved by 2038.
8. ASE Technology Holding Co., Ltd. raises its packaging prices again, with increases exceeding 20%.
9. Micron Technology signs an agreement with General Motors to secure long-term memory and storage supply.
10. Institutions: Small-capacity DDR4/DDR3 prices rise, while NAND spot prices continue to fall.
11. AI chip startup Oxmiq raises $35 million to develop new chip architectures and software.
12. Omdia: US PC shipments fell 7% year-over-year in the first quarter, the largest drop since 2023.
