1. Samsung Electronics releases its general-purpose flash memory 5.0 product.
2. Samsung Electronics is reportedly planning a nearly 90 trillion won share buyback program.
3. Goldman Sachs is bullish on Murata: Strong demand from AI data centers is driving up the MLCC market.
4. ASUS: PC prices will still rise slightly in the third quarter, with the increase expected to narrow to single digits.
5. SK Hynix will slow down its HBM4 mass production and instead focus on expanding into the general-purpose DRAM market.
6. Institutions: The global memory market size will reach 1500 trillion won this year.
7. MStar: Capital expenditures by leading memory chip manufacturers may increase further in 2026 and 2027.
8. NAND prices in the trading sector declined due to monetization pressures; prices for 512Gb TLC and 1Tb QLC wafers were slightly lowered on the 23rd.
9. Biwin Storage: The wafer-level advanced packaging and testing manufacturing project in Songshan Lake, Dongguan, is progressing with prototyping and verification work according to the customer's schedule.
10. Jefferies: Global memory chip prices are expected to rise by about 40%-50% quarter-on-quarter in Q3 2026, with price reductions likely not expected until 2028.
