Arm CEO Rene Haas said in Taipei that supply-demand balances for memory — including high-bandwidth memory (HBM), DRAM and NAND — are tight and will remain so for some time. He attributed the shortage to insufficient capacity expansion during the prior downturn, saying memory remains the hardest bottleneck to resolve.

Meituan released Q1 results. Management said as food-delivery subsidies are pared back, competition is shifting toward efficiency and user experience. If competition remains rational and Q2 seasonality holds, the company expects Q2 takeout unit economics (UE) to be materially stronger than Q1. CEO Wang Xing said ongoing regulatory guidance should help restore rational competition; Meituan is confident it can maintain an operational-efficiency lead and that its long-term UE will return to a reasonable level.

英偉達(NVDA.O)CEO黃仁勳：公司將在可能的情況下使用現成的Arm(ARM.O)技術，而非定製的CPU核心。