1. 三星电子HBM5细节曝光，或采用铜基HPB散热技术，预计2028年实现量产。 2. 联发科：下一代芯片独家采用英特尔EMIB-T封装，预计2027年Q4量产。 3. Arm首席执行官：存储芯片供应整体仍吃紧。 4. NVIDIA Spectrum-X以太网硅光技术现已全面量产，较传统收发器的网络能效提升5倍。 5. SK海力士计划五年内将晶圆产能翻番。 6. 机构：三大原厂将于2027年大幅调高HBM的报价。 7. 摩根大通：美股“七巨头”和存储板块料持续上涨。 8. 内存涨价拖累手机销量，UBI Research下调今年OLED材料需求预期。 9. 机构：预计今年全球OLED面板厂商发光材料采购额为25.4亿美元。 10. 群联携手英特尔推AI PC内存扩充技术。 11. SK集团会长崔泰源会见英伟达CEO黄仁勋。

On June 2 NDRC director Zheng Zhajie chaired a roundtable with seven state-owned enterprises — China COSCO Shipping Group, China Coal Technology & Engineering Group, China Resources Recycling Group, China Logistics Group, China Data‑Link Logistics Information Co., China International Freight Airlines and China Shenhua Coal‑to‑Liquids & Chemicals — focusing on deepening SOE reform, advancing a unified national market, promoting green low‑carbon development and ensuring energy security. Zheng called for targeted, problem‑oriented measures to optimize and restructure the state sector, strengthen SOE capabilities in technological innovation, industrial control and security support, and boost internal incentives. He directed SOEs to lead the buildout of unified market infrastructure and modern distribution networks, to implement China’s dual‑carbon strategy by accelerating green transition and clean, efficient coal use while safeguarding energy supplies, and to set an example in supporting private and small‑and‑medium enterprises to promote complementary development across ownership types.

黎巴嫩消息人士称，黎巴嫩和以色列代表团尚未在停火问题上达成决定性共识。