SemiAnalysis: YMTC has become the world's fourth-largest DRAM manufacturer, but it is difficult to change the memory shortage situation in the short term

The Apple Price Increase Triggers a Narrative of South Korea's $800 Trillion Expansion, Which Assets Should We Focus On

Goldman Sachs Analysis: Samsung's Investment of 24.5 Trillion Korean Won in 15 Years, with 86% in Semiconductors, Is It Aggressive?

JPMorgan Deciphers South Korea's AI Strategy: Doubling Down on Memory, Samsung and SK Pin the Shortage to 2040

Reuters: Tencent Signs Long-Term Supply Agreement with YMTC, Contract Value Exceeds 20 Billion Dollars

ByteDance is expected to complete the design of its next-generation self-developed CPU as early as the beginning of next year, with the goal of mass production and large-scale deployment in the second half of next year.