1. South Korea plans to establish a future fund using tax revenue from the chip industry.
2. Micron invests $9 billion to expand its chip factory in western Japan.
3. Samsung plans to raise DRAM prices by 20% in the third quarter; the company says it has already received notification.
4. Samsung's performance will be a key test for the AI chip market; Q2 operating profit is expected to surge 18 times.
5. SK Hynix seeks to attract more AI investors through a US listing.
6. The South Korean IPO market cools down, with investors flocking to Samsung Electronics and SK Hynix.
7. UBS raises its memory price forecast: the DRAM/NAND price increase cycle will continue into 2027.
8. Jiangbolong: First-half net profit is expected to increase by 62,204.03% to 74,393.95% year-on-year.
9. SemiAnalysis: AI data center memory spending may exceed 40% by 2027.
10. Meta is reportedly considering a collaboration with Samsung to produce 10 trillion won worth of custom AI chips. 11. Samsung and SK Hynix are reportedly leading the charge in demanding price reductions from substrate manufacturers.
12. Reports indicate that Samsung Electronics will raise DRAM prices by up to 20% in the third quarter.
13. Analysts predict that memory prices will be supported by AI servers in the third quarter, with a projected quarter-on-quarter increase of 13-18%.
14. KB Securities: SK Hynix is expected to benefit from accelerated AI investment in the second half of the year.
