1. SK Hynix shares fell below their IPO price, triggering a sell-off in US semiconductor stocks overnight.
2. Analysts predict SK Hynix's Q2 results will hit a record high.
3. Reports indicate SK Hynix plans to mass-produce LPDDR6 in the second half of the year.
4. Samsung Electronics confirms HBM5 will use a 2nm GAA process, offering speeds more than 50% faster than HBM4E.
5. Storage module manufacturer Apacer Technology: The supply-demand imbalance for DRAM and enterprise-grade SSDs will continue at least until the first half of next year.
6. Analysts: Nvidia and Broadcom's CPO switches have begun small-scale shipments; optical engine yield and advanced packaging capacity are key factors.
7. Embedded logic units in memory: Samsung Electronics is expected to release LPDDR5X-PIM in August.
8. Rumors suggest Samsung MX is considering using Chinese-made DRAM for its mid-to-low-end smartphones sold in China.
9. Intel updates its XeSS SDK to 3.0.2, resolving a memory leak issue with third-party graphics cards' XeLL.
10. AMD will establish an AI research center in South Korea to create an open AI infrastructure ecosystem.
