1. Musk may use FEL technology to challenge EUV lithography machines.
2. SK Hynix: Will invest $38.4 billion in South Korea to build a wafer fab to meet the continued growth in memory chip demand in the AI era.
3. Apple is reportedly testing memory chips from Changxin Technology for use in iPhones and MacBooks.
4. Memory prices are back to 2007 levels, with DDR5 selling for 90 yuan per GB.
5. The most volatile phase of the South Korean stock market may have ended; volatility has fallen to a two-month low after deleveraging.
6. VPD chips have passed Samsung's verification? Juchen Technology responds: The company's VPD chips have successfully passed the testing and certification of target customers.
7. Chip-on Microelectronics: AST6200 products have received repeat orders from leading customers in the industry.
8. Wang Xingxing responds to DeepSeek's participation in Unitree Robotics' IPO strategic placement.
9. Zhenhua Wind Power: Approximately ten memory chip products have completed production conversion verification and achieved small-batch orders.
10. Jinhong Gas has reached a strategic cooperation agreement with a leading domestic semiconductor company for helium supply.
11. Chaoying Electronics: Plans to invest 2.086 billion yuan to build a P3 project for high-multilayer and HDI printed circuit boards.
12. Ligong Leike launched the "Shanhai" series of intelligent computing modules for edge AI scenarios; the products are based on domestically produced CPUs and GPUs.
13. According to an institution, the global semiconductor market size will double year-on-year in the first half of 2026, exceeding US$700 billion.
