金十数据|5月 18, 2026 03:23
1. Changxin Technology: Q1 revenue increased by 719.13% year-on-year, with a net profit of 33 billion yuan; H1 revenue is expected to reach 110-120 billion yuan, with non-recurring net profit attributable to shareholders estimated at 52-58 billion yuan.
2. "Father of China's Etching Machines" Yin Zhiyao: We now have the capability to produce the most advanced equipment.
3. South Korea's SK Hynix visits Wuxi to deepen cooperation.
4. ASML collaborates with Tata Electronics to advance India's chip initiative.
5. Chip manufacturer Kioxia expects net profit from April to June to grow 47 times year-on-year.
6. Team Group Chairman: Memory price increases may continue until 2027.
7. Biwin Storage: Plans to provide financial assistance of no more than 200 million yuan to Haiguang Chip Zheng.
8. Biwin Storage: Benefiting from the surge in demand for AI applications and token calls, subsequent product prices still have room for growth.
9. With capacity allocation, niche storage "follows the price hike," and SLC NAND is expected to rise another 120% within the year.
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