1. Media: Apple accepts Samsung's Q1 2023 memory quote.
2. Two departments: Developing new storage products such as high-bandwidth flash memory and high-bandwidth RAM, accelerating the full-chain layout of space computing.
3. Two departments: Strengthening compatibility and adaptation of edge-side large models, computing chips, storage chips, and operating systems, accelerating the deep integration of intelligent agents and terminal products.
4. Kioxia is reportedly considering a US IPO and raising $10 billion.
5. TSMC's 3nm and 2nm advanced process and advanced packaging capacity continues to be in short supply.
6. TrendForce: NOR Flash supply and demand are expected to remain unbalanced in the second half of 2026, with overall contract prices remaining high.
7. TrendForce: DDR5 16Gb (2Gx8) 4800/5600 spot average price remained unchanged from the previous day.
8. Institutions: Global semiconductor revenue in Q2 2026 is projected to reach $425 billion, a 31.4% increase quarter-over-quarter.
9. Micron and SanDisk vie for key semiconductor talent in South Korea; Samsung counters poaching efforts by increasing salaries and equity incentives.
10. Samsung Electronics and SK Hynix together hold 99% of the market; the Bank of Korea reviews the "epic volatility" in the stock market.
