1. South Korea is experiencing a severe shortage of semiconductor components, leading to extended delivery cycles; some equipment suppliers may face wait times of up to 40 months.
2. SK Group has transferred three vice chairmen to SK Hynix.
3. Huawei has released a new AI computing architecture, enabling millions of processors to function as a single computer.
4. Micron's first packaging and testing plant in India is about to ramp up production: chip production capacity will reach hundreds of millions of units by 2027.
5. TSMC plans to return to Longtan to establish a new plant, prioritizing processes below 1.4 nanometers.
6. Shannon Semiconductor: Its partnership with SK Hynix is stable and healthy; it holds a cautiously optimistic view on memory product prices.
7. Huawei launches OceanStor M900 AI memory storage.
8. Analysts: The display industry is moving beyond large-scale expansion; ultra-large sizes and OLEDs are becoming the main competitive battleground.
9. Winbond Electronics plans to acquire Infineon's NOR Flash and F-RAM businesses for $200 million.
10. Haichen Energy Storage releases ∞Power N4.0MWh sodium-ion energy storage solution: equipped with self-developed ∞Cell N785Ah sodium-ion battery cells, with mass production and delivery planned for 2027.
