1. Apple begins testing Changxin Memory chips.
2. Samsung begins mass production of its next-generation enterprise-grade SSDs for Nvidia's Vera Rubin.
3. ADATA: Memory prices will rise 20%-30% in Q3, and flash memory prices will rise 35%-40%.
4. SK Hynix's significant price fluctuations amplify the risks of leveraged ETFs; the South Korean government says it will study and improve measures.
5. Omdia: China's semiconductor market size will exceed US$800 billion by 2026, with the total memory chip market surging by 262.9%.
6. MStar: Samsung Electronics' revenue forecast may disappoint investors.
7. Ming-Chi Kuo says the chances of TSMC providing a major update to GCS/CoPoS in July are low.
8. Counterpoint: Despite recent stock price corrections, the fundamentals of memory chips remain solid.
9. Tight supply and rising prices from upstream sources have pushed up resource procurement costs; this week, DDR5 memory prices across the industry and distribution channels saw a slight increase.
10. Dapu Microelectronics: The company is currently mainly engaged in the research and development and sales of storage products such as enterprise-level PCIe SSDs for data centers and network interconnection products.
