1. Several US lawmakers are blocking Apple's purchase of Chinese chips; experts say this will damage supply chain cooperation between Chinese and US companies.
2. After its stock price halved, SK Group Chairman Chey Tae-won bought SK Hynix shares for the first time in his personal capacity.
3. Graphics card prices surged by 1,000 yuan in one day, leading to a significant increase in PC assembly prices.
4. Apple CEO: We are evaluating all options regarding memory supply.
5. TrendForce: The memory market trend in 2027 will be mixed; DRAM supply will remain tight while NAND Flash supply will become more relaxed.
6. Korea Investment & Securities: Samsung's long-term memory chip contracts are expected to improve its profit prospects.
7. TSMC is developing new chip packaging technology to counter Intel's competition.
8. Samsung SDI: All-solid-state batteries will begin mass production as planned in the second half of 2027; the first order is likely to come from humanoid robots.
9. Samsung's wafer foundry: The first wafer fab in Taylor, USA, is scheduled to start operation this year; the second fab will begin construction by the end of the year. 10. Montage Technology is the first to pilot-produce the CXL 3.2 memory expansion controller.
11. South Korea's "Father of ETFs": Leveraged products should not be forcibly delisted, but investors are best advised to avoid them.
