1. 行业团体敦促美国政府增加存储芯片供应。 2. 机构：AI需求推动全球NAND存储市场爆发式增长，2026年Q1营收达460亿美元历史新高。 3. 机构：长江存储有望凭借存储需求跃居全球市场第三。 4. 江波龙：将继续深化在AI服务器、数据中心领域的存储业务布局。 5. SK海力士展出12层堆叠48GB HBM4E内存。 6. SK集团和台积电董事长同意深化在HBM和先进封装领域的合作。 7. 群联潘健成：2027年存储缺货将比今年更严重。 8. 机构：2026年全球半导体市场规模预计突破1.5万亿美元。 9. 机构：一季度存储器价格全面上涨，各类产品季增幅度将创历史新高。 10. Marvell发布102.4 Tbps交换芯片Teralynx T100，宣称节能25%。

China Development Bank said it extended 440.6 billion yuan in infrastructure loans in the first four months, and that the bank's infrastructure lending and financing share rose further. A development and planning department official said CDB will implement central government decisions, steer financial resources toward major national projects, accelerate rollout of financing innovations, and actively support five infrastructure categories—networked, industrial upgrading, urban, agricultural and rural, and national security—while promoting integrated, coordinated infrastructure development to support a high-quality start to the 15th Five-Year Plan.

Hong Kong semiconductor stocks rose in early trade: 02577.HK up more than 7%, 00400.HK +6.32%, 03986.HK nearly +6%, 01347.HK up over 4%.