1. US media: ASML plans to raise EUV prices, TSMC has expressed its opposition.
2. Intel decides to use ASML's next-generation lithography machines to produce some of its Panther Lake laptop chips.
3. Citrini: Predicts a global DRAM shortage of 28.7EB by 2030, the memory market may enter a long-term supply-demand tight cycle.
4. Rising costs have led to continued price increases for DDR5 memory modules through distribution channels, while the increased retail prices by channel brands have resulted in a rebound in DDR4 memory module prices.
5. Biwin Memory: Expects first-half net profit to increase by 3200.15% to 3421.59% year-on-year.
6. Changxin Technology: The fifth-generation process technology platform is currently under development.
7. Changxin Technology: The development of AI presents uncertainties in DRAM market demand; investors should pay attention to industry volatility risks.
8. Wall Street is optimistic about the upside potential of SK Hynix ADRs, saying the memory chip shortage may continue.
9. South Korean analyst: SK Hynix's pullback may provide a buying opportunity. 10. Intel's 18A yield rate rises to 85%, reportedly securing large orders from companies such as Nvidia and OpenAI.
