1. ASML is pushing forward with upgrades to its next-generation lithography machines, targeting the large-scale data center chip market.
2. Samsung is collaborating with ASML to develop next-generation EUV lithography masks.
3. Kioxia refutes claims of a deeper partnership with SK Hynix, promising to mitigate rising chip prices.
4. Apple and Kioxia sign a long-term NAND supply agreement, potentially without a price cap.
5. A quantitative trading giant: Memory chips have firmly secured their place on the "semiconductor throne," bullish on Micron and SanDisk.
6. Samsung opens an advanced chip packaging R&D center in Japan.
7. Reports indicate that Samsung's Taylor wafer fab in the US has already booked its capacity before trial production.
8. Samsung plans to use high-NA EUV for DRAM mass production by 2028.
9. Arm executive: Over 350 billion chips based on Arm technology have been shipped.
10. Zhongjing Electronics, which has seen two consecutive days of limit-up trading: The company's 9-11 tier high-end HDI products are in the introduction and expansion phase.
11. Electronics retailers in Huaqiangbei: Prices have increased for almost all mobile phone brands, with the highest increase reaching 1,000 to 1,500 yuan.
12. Institutions: Early purchases are driving up smartphone production in 2026 to better than expected, leading to an upward revision of the annual production forecast to 1.07 billion units.
