1. Nvidia is reportedly considering reducing the memory capacity of its Rubin Ultra chip.
2. TSMC and others have developed a single-layer MoS2 top-gate transistor.
3. Following memory price increases: Apple has raised trade-in discounts for many iPhones, iPads, Macs, and Android phones, up to 25%.
4. TSMC has sufficient N2 process capacity but DRAM shortages, putting pressure on Apple's iPhone 18 inventory.
5. Huawei's Vice President of Data Storage Products: Memory price increases have had some impact, but current supply to customers can be guaranteed.
6. One month after the leveraged ETF storm, the South Korean stock market is still one step away from clearing up risks.
7. Musk: The demand growth rate for memory chips far exceeds the supply growth rate.
8. New chip architecture significantly reduces the computing power consumption of space telescopes.
9. O-Film acquires a controlling stake in Zhongke Island Crystal, securing a position in the glass-based advanced packaging market.
10. Institutions: The global high-end smartphone market share reached a record high of 29% in the first half of the year.
11. Winbond Electronics revealed that its Q2 net profit surged 256 times, and customers have already placed orders for storage capacity up to 2030.
