1. Korea Investment & Securities: SK Hynix's Q2 operating profit is expected to be 8% lower than market expectations.
2. Morningstar maintains its fair value forecast for SK Hynix ADR at $160, a reasonable valuation.
3. TSMC's quarterly revenue grew by 36%, driven by continued strong demand for AI chips.
4. Despite TSMC's planned price increases for mature processes, IC design companies still need more capacity next year.
5. Scientists have developed a new chip stacking process, quadrupling the integration density of high-bandwidth memory.
6. Institutions: Wafer foundry price increases continue, shifting from a buyer's market of "grabbing customers" to a seller's market of "supplier-driven pricing."
7. Orient Semiconductor releases the DF1000 software-defined near-memory computing 3D AI chip.
8. The second phase of the Chiayi Science Park officially launched, with TSMC leading the development of an advanced packaging hub.
9. Market research: Soaring memory costs will drive up the price of the iPhone 18 Pro.
10. Institution: Riding niche demand coupled with the MLC order transfer effect predicts SLC NAND prices will rise by 120-170% in the second half of 2026.
11. Beijing Junzheng: Net profit is expected to increase by 431%-531% year-on-year in the first half of the year, benefiting from the large-scale memory cycle.
