1. South Korea allocates 5 trillion won to establish a special fund targeting semiconductor materials and fabless companies.
2. Ming-Chi Kuo: Apple's hardware shipment forecast for this year has indeed been lowered due to memory shortages.
3. TSMC reportedly has $1 billion worth of Apple chips tied up due to memory shortages? Analyst Ming-Chi Kuo denies this.
4. TrendForce estimates iPhone 18 Pro costs will increase by nearly 40%, Apple may adjust its profit margin strategy to ensure stable shipments.
5. Reports indicate Samsung Electronics' HBM4 yield rate has recently reached 80%.
6. Musk targets EUV light sources: FEL technology is gaining favor, chip costs may see a transformation.
7. Apple seeks to purchase chips from Changxin Technology under chip inflation pressure? Company responds: Please refer to official announcements.
8. JPMorgan Chase: Global memory chip shortages may continue until 2028, HBM's average selling price may increase by over 40% next year.
9. Kioxia claims SK Hynix's affiliated investment entity is its largest shareholder.
10. Lazard Fund buys Samsung shares at bargain prices, bullish on the memory chip upcycle.
11. Samsung Electronics' P/E premium relative to SK Hynix may widen.
12. SK Hynix responds to rumors of "considering the sale of its Chongqing factory": Nothing has been confirmed yet.
