1. Longsys: The storage industry is in a high-growth cycle.
2. Citi: Samsung is expected to continue to benefit from sustained demand for AI inference memory in the second half of the year.
3. Shannon Semiconductor: Q1 net profit is expected to increase by 6715%-8747% year-on-year, with enterprise-level storage product prices continuing to rise.
4. Institutions: Consumer DRAM contract prices are expected to continue to increase by 45-50% quarter-on-quarter in Q2 2026.
5. Apple's self-developed AI server chip Baltra revealed: directly sourcing glass substrates from Samsung to control packaging quality.
6. The world's first pure memory chip ETF was recently listed on the US stock market, heavily investing in the world's three major DRAM giants.
7. Samsung Electronics solves the warping problem in SOCAMM2 mass production with low-temperature solder.
8. Institutions: Notebook OLED screen shipments are expected to increase by 33% year-on-year this year.
9. SanDisk launches 2TB Extreme Pro UHS-II SD memory card: priced at approximately $1 per GB.
