1. TSMC is reportedly planning to raise wafer foundry prices by up to 10% starting in 2027.
2. SK Hynix is reportedly in talks to acquire Intel's Ohio campus to produce memory chips in the US.
3. South Korean media reports that wealthy investors have recently been buying leveraged ETFs for Samsung and SK Hynix.
4. TrendForce predicts that the NAND Flash shortage pressure will ease in the second half of 2027.
5. TrendForce predicts that TV panel prices will decline in July, and monitor panel demand may decrease by about 6% quarter-on-quarter.
6. 113 private equity firms were allocated shares in Changxin Technology's IPO, with Liang Wenfeng's Huanfang and Jiuzhang firms securing the largest allocations.
7. Xiaomi raises its smartphone shipment target? Analysts say it has never fallen below 100 million units, and a turning point in memory prices is not expected in the near future.
8. Retail memory prices hit a new high, with the German memory price index rising 7% month-on-month in July.
9. Montage Technology: DDR5 RCD chip shipments have increased significantly; increased CPU demand will drive the expansion of the memory interconnect chip market.
10. Institution: Global chip equipment sales are expected to grow by 23.2% in 2026, reaching $229.5 billion by 2028.
