1. Samsung Electronics' HBM4 memory sales surpassed $1 billion in just April.
2. Bernstein: Conventional DRAM prices may continue to rise in 2027, putting pressure on HBM profitability.
3. TrendForce: The shortage of Consumer DRAM extends to DDR2 products; contract prices are expected to continue rising in the third quarter.
4. Micron and Anthropic sign a multi-year memory product supply agreement.
5. South Korea is considering separate measures for leveraged ETFs from Samsung and SK Hynix.
6. The Solid State Technology Association (SSE) has reportedly completed the new HBM4 standard, SPHBM 4.
7. Samsung Electronics held a global strategy meeting, planning to expand HBM sales and advance long-term supply agreements.
8. Yangtze Memory Technologies' Wuhan Capital Investment Management Co., Ltd. increased its capital to 810 million yuan, an increase of approximately 169%.
9. Ming-Chi Kuo: Google is developing a modified TPU v9 chip, and MediaTek has secured new orders.
10. Shanghai Super Silicon successfully mass-produced and delivered its 12-inch square silicon wafers to customers.
