HONG KONG CHIP STOCKS RALLY: MONTAGE TECH +14%+, GIGADEVICE +9%+, BIREN TECH NEARLY +6%

China / Economy & Industry - He Lifeng to lead delegation to South Korea on May 12–13 for economic and trade talks with the US - BYD, Tesla and six other automakers deny reports they were summoned by regulators - China Association of Automobile Manufacturers: online claims that NEV makers were investigated over battery-locking issues are false - China’s Q1 2026 gold output fell 7.08% year-on-year to 81.065 tons; gold consumption rose 4.41% to 303.292 tons US / Trade & Policy - US Energy Secretary: administration open to suspending fuel taxes - Trump orders all federal agencies to prioritize purchases of American-made products, “without exception” - US Treasury Secretary Bessent: departing Monday for Japan and South Korea for a series of brief meetings Geopolitics – US–Iran - Sources: Iran has rejected the US proposal - Iran’s response to the US proposal was delivered through Pakistan and reportedly focused on “ending the war and maritime security” - Trump says he dislikes Iran’s response and calls it “totally unacceptable” - Iranian media: Trump’s reaction to Iran’s response is irrelevant - Trump: the US has been monitoring Iran’s enriched uranium buried under rubble and would know immediately if anyone approaches it, adding it would be destroyed if necessary

1. 摩根大通再次上调韩国Kospi指数目标位，称存储芯片周期等因素构成利好。 2. 中科曙光将推出新一代高端全闪存存储。 3. 苹果与英特尔达成芯片制造初步协议。 4. 消息称三星存储器部门劳资谈判现转机：管理层同意10%奖金方案并写入制度。 5. 消息称雷克沙存储卡产品6月1日起涨价，涨幅最高25%。 6. 新紫光前沿技术研究院发布“紫弦”三维近存架构。 7. 江波龙：ePOP4x产品已经批量应用于北美智能穿戴科技巨头的智能穿戴设备中。 8. 大普微：AI带动的企业级SSD存储需求发展存在一定的波动和不确定性。 9. 嘉合劲威：旗下神可DDR5服务器内存成功实现量产交付。 10. 长电科技：高密度存储及电源管理模块需求自二季度起、特别是下半年迎来爆发式增长。 11. 存储芯片涨价压力下，索尼预计今年游戏机卖不动了。