1. SK Hynix has submitted its Nasdaq listing application.
2. SK Hynix plans to order semiconductor testing equipment, with a total value potentially reaching 400 billion won.
3. Institutional report: Global foundry 2.0 market revenue grew by 23% year-on-year in Q1.
4. Institutional report: With increased capacity constraints in AI component manufacturing and major manufacturers cutting production, the price increase effect of mature foundry processes is expected to extend to 2027.
5. AMD's adaptive SoC integrates memory into its packaging for the first time.
6. Bernstein raises its target price for SanDisk from $1700 to $3000.
7. Shenzhen Technology: The company's HBM technology is still in the R&D stage and is not expected to generate related sales revenue and profits in the short term.
8. Toshiba launches an 80V N-channel power MOSFET using the latest generation process.
9. Daiwa Capital: The investment plans of Samsung and SK Hynix are expected to have a limited impact in the short term. 10. The Shanghai Lingang New Area Chipport Integrated Wafer Manufacturing Project officially commenced construction.
11. Goldman Sachs: Every 1% increase in the weighting of Samsung and SK Hynix could lead to approximately $2 billion in foreign capital withdrawing from the South Korean market.
12. Juchen Technology raised prices on its entire range of Nor Flash products by 25%.
13. Jiangbolong: Completed the construction of a monthly production capacity of one million mSSDs, enabling large-scale AI applications on the edge through high-speed mSSD storage media.
14. Dinglong Technology: Actively monitoring and proactively developing high-end materials in the fields of computing power, storage, and optical communication.
