1. South Korea denies reports that it will include chip manufacturing as its first US investment.
2. Reports indicate Lenovo has set a minimum requirement for Copilot+PCs: 16GB of RAM or more, with 8GB models classified as Non-Copilot.
3. SanDisk launches a new 128GB SANDISK Extreme PRO TF memory card.
4. Storage and logic chip upgrades are creating new opportunities in the CMP market.
5. Samsung Display restarts investment in OLED production lines, betting on the growth in demand for foldable screens.
6. South Korean retail investors flock to leveraged ETFs, with brokerages and exchanges earning over 100 billion won in fees in two months.
7. The National Innovation Center successfully completed in-depth performance testing of a new edge AI inference chip.
8. Hanbo High-Tech: A subsidiary plans to invest 10 million yuan in an industry fund, focusing on the emerging storage industry chain.
9. Yingxin Development: It plans to raise no more than RMB 1.779 billion through a private placement, which will be used for advanced packaging and testing and storage module manufacturing projects, memory controller chip R&D projects, etc.
