1. Changcun Holdings' IPO application status on the Science and Technology Innovation Board has changed to "accepted." The company's revenue for January-March 2026 was 47.042 billion yuan, and its net profit attributable to the parent company was 33.379 billion yuan.
2. Changcun Holdings: The gross profit margin of its NAND Flash products rose to 78.73% in January-March 2026.
3. SK Hynix is introducing advanced packaging technology for its next-generation HBM solution.
4. SK Hynix stated that it has not yet made a decision on whether to build a semiconductor manufacturing facility in Japan.
5. Analysts: Samsung's shareholder return plan may fall short of market expectations.
6. SanDisk launched two new NAS SSDs, targeting professional users and small businesses.
7. Micron CEO Sanjay Mehrotra: AI has completely changed the cyclical pattern of the memory industry.
8. Shanghai Silicon Industry: The price of 300mm silicon wafers is gradually entering an upward channel; some 300mm SOI products have completed verification and begun shipping.
9. Team Group: B2B business, including enterprise-level, SI (Integrated Systems), and industrial control systems, accounts for approximately 65% of its business, maintaining an inventory level of 4-5 months.
10. Shenghong Energy: The company's energy storage PCS products possess the basic capability to be compatible with various electrochemical energy storage systems, including sodium-ion batteries.
