1. SanDisk's Investor Day sends strong signals: overnight stock price surged over 17%, with gross margin targeting 80% for the next three years.
2. Goldman Sachs comments on SanDisk's "explosive Investor Day": long-term financial guidance far exceeded expectations, with 100% excess free cash flow returning to shareholders.
3. Samsung and SK Hynix are actively introducing AI, directly linking employee performance evaluations to AI deployment.
4. Reports indicate that SK Hynix will hold a groundbreaking ceremony for its back-end factory in Indiana, USA, on August 27th.
5. Apple's price-cutting efforts are highly successful: iPhone 18 Pro screen costs as low as $70, a nearly 40% year-on-year decrease, offsetting the pressure of rising memory prices.
6. Intel CEO Chen Liwu hints at a return to the memory market, exploring CPU and memory stacking solutions.
7. Entanglement distance between quantum memories increases to 420 kilometers.
8. Foreign investment in Japan's chip industry has reached 6 trillion yen.
9. Lenovo Group Chairman Yang Yuanqing: Memory supply shortages will continue for the next two years.
10. Lenovo CEO: Plans to launch AI PCs powered by NVIDIA RTX chips later this year.
11. Huahong Grace Semiconductor: Q2 2026 sales revenue hit a record high, with standalone and embedded non-volatile memory products performing particularly well.
