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S&P: The duration, scale, and potential impact of Middle East wars on commodity prices, supply chains, and the economy are all unpredictable.

2026-04-09

S&P: The duration, scale, and potential impact of Middle East wars on commodity prices, supply chains, and the economy are all unpredictable.

Other News
2026-04-09

1. **Institution:** Upward pressure on storage costs continues; the overall notebook computer panel market is expected to decline by 5% this year. 2. **SK Hynix aggressively expands 1c DRAM:** Yield has risen to 80%, with over half of its capacity t

1. **Institution:** Upward pressure on storage costs continues; the overall notebook computer panel market is expected to decline by 5% this year. 2. **SK Hynix aggressively expands 1c DRAM:** Yield has risen to 80%, with over half of its capacity to be converted this year. 3. **Institution:** The DRAM price increase cycle is expected to continue in the second quarter, with the rate of increase narrowing in the second half of the year. 4. **Kioxia is considering its first dividend payout since its IPO and establishing a stable dividend mechanism. 5. **Counterpoint:** Samsung Electronics' memory business is projected to generate $50.4 billion in revenue in Q1 2026. 6. **Huahai Qingke:** The 1000th CMP (Chip Module Manager) unit has officially rolled off the production line, reflecting the expanding demand for advanced storage and other fields. 7. **Biwing Memory:** Emtil is suing the company in two patent disputes; Emtil is a joint venture between MTL and a wholly-owned subsidiary of Jiangbolong. 8. **TrendForce:** DDR4 spot prices fell 1.18% this week, with the DRAM memory market experiencing a moderate downturn. 9. Michael Dell: Total memory demand for AI accelerators in 2028 will be 625 times that of 2023. 10. With its memory business and a 3-year exclusive supply of screens for Apple's iPhone Fold, Samsung's profits are expected to surpass Nvidia's in 2027.
2026-04-09

Japanese Prime Minister Sanae Takaichi: The summit meeting with Iran and the related efforts of the leaders of both countries are of great significance.

Japanese Prime Minister Sanae Takaichi: The summit meeting with Iran and the related efforts of the leaders of both countries are of great significance.
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