1. South Korean media: Samsung plans to build a new DRAM factory in Giheung, South Korea.
2. Report: SK Hynix accelerates mass production of HBM4 for Nvidia.
3. South Korea plans to relax laws to facilitate foreign investment in SK Hynix's wafer fab construction.
4. SK Hynix's ADRs trade at a premium of nearly 50% over its South Korean common stock.
5. SK Hynix accelerates construction of its Y1 fab and has already begun ordering DRAM manufacturing equipment.
6. Bank of America: SK Hynix's new capacity in 2028 may only be one-sixth of its planned capacity.
7. Toshiba expands its quad-channel standard digital isolator product line.
8. HSBC: It's too early to worry about the memory cycle peaking.
9. CoreWeave may use financial derivatives to hedge against falling memory chip prices.
10. UMC's Singapore wafer fab delivers its first batch of mass-produced silicon photonics wafers.
11. IDC: Global smartphone shipments declined by 6.7% in the second quarter, with the memory crisis leading to a polarization in the smartphone market.
