1. SK Hynix union re-votes and approves wage agreement. 2. Jensen Huang: China will master domestically produced advanced lithography machines by 2030. 3. Shifting to a "dual-track" system? Reports indicate Samsung Electronics' HBM base chip supply

2026-09-16

1. SK Hynix union re-votes and approves wage agreement. 2. Jensen Huang: China will master domestically produced advanced lithography machines by 2030. 3. Shifting to a "dual-track" system? Reports indicate Samsung Electronics' HBM base chip supply strategy is undergoing a major change. 4. Micron demonstrates the world's first 512GB DDR5 RDIMM module, with mass production expected in the second half of 2027. 5. Resource prices have climbed to historical peaks; this week, the industry's DDR5 memory module prices rose slightly in line with cost increases. 6. Original manufacturer LPDDR prices have risen to their highest level this year, but the price increase transmission to finished products remains weak. 7. Samsung invests $231 million in Euclid to enter a new track for replacing Nvidia GPUs. 8. Amazon says data recovery is hampered at some AWS facilities in Bahrain and the UAE. 9. MediaTek Dimensity 9600 Pro released: uses TSMC's 2nm process and supports LPDDR6 memory. 10. JPMorgan Chase: ASML plans to produce more than 110 EUV lithography machines by 2028. 11. Team Group: Memory prices continue to rise and there is a significant DRAM shortage; the first half of 2027 will see the most severe shortage.