1. Samsung's chip foundry prices are reportedly rising by up to 15% due to surging demand.
2. Samsung Electronics aims to complete 1dnm DRAM memory development by September this year.
3. Samsung: Advanced processes will contribute more than half of its foundry revenue this year, and its SF4 production line is operating at full capacity.
4. SK Hynix: Will buy 40 trillion won worth of treasury shares to reward shareholders.
5. SK Hynix: Will allocate at least 50% of its free cash flow to shareholder returns between 2025 and 2027.
6. Banks are reportedly significantly reducing leverage investment costs for SK Hynix's Korean shares.
7. TSMC's advanced packaging CoWoS capacity is in short supply.
8. Institutions: DRAM spot sales are expected to remain sluggish in the third quarter, with DDR4 prices rising 0.67% this week.
9. Morgan Stanley warns: Memory price increases remain aggressive, with mature process DRAM prices potentially rising by 50% in Q3.
10. Marvell Technology expands its chip development collaboration with Google, with the agreement covering artificial intelligence, storage, and network chips.
11. Cerebras launches the CS-4 system to compete with Nvidia, claiming its inference speed is up to 30 times faster than GPU servers.
12. Hongshida: SOCAMM memory packaging equipment and TIM2 server thermal dispensing equipment have achieved mass production shipments to customers in Taiwan.
