JAPAN GOVT LIKELY TO ISSUE FRESH DEBT AS PART OF FUNDING FOR EXTRA BUDGET, SOURCE SAYS

1. 长鑫科技：一季度营收同比增长719.13%，净利润330亿元；预计上半年营收1100-1200亿元 扣非归母净利润520-580亿元。 2. “中国刻蚀机之父”尹志尧：我们现在已经有能力来做最先进的设备。 3. 韩国SK海力士来锡对接深化合作。 4. 阿斯麦与塔塔电子合作推进印度芯片计划。 5. 芯片制造商铠侠预计4月至6月净利润将同比增长47倍。 6. 十铨董事长：存储器涨价或延续至2027年。 7. 佰维存储：拟向海光芯正提供不超2亿元财务资助。 8. 佰维存储：受益于AI应用及Token调用的需求爆发，后续产品价格仍有一定上升空间。 9. 产能倾斜下利基型存储“接涨” SLC NAND年内预计再涨120%。

Ahead of the 618 shopping festival, Apple’s official flagship store on Tmall has cut prices for the iPhone 17 Pro series by 1,000 yuan across the board, triggering strong sales momentum after the discount, Shanghai Securities News reported. Tmall data showed searches for “iPhone” on Taobao and Tmall surged sevenfold versus normal levels within three days of launch, with the iPhone 17 Pro series topping sales in the 6,000–10,000 yuan smartphone segment. The report said rising memory chip costs are expected to keep storage prices elevated at least until next year, making the 618 period—boosted by platform subsidies and government consumption incentives—a key purchasing window. Following Apple’s move, Huawei and Xiaomi also announced price cuts, with Huawei’s Mate X6 discounted by 3,000 yuan and Xiaomi’s 15 Ultra reduced by 1,500 yuan.