1. 集邦咨询：预估2031年VCSEL市场需求量将有望达到6.5亿颗。
2. 长鑫技术新突破：4F²架构产品预计年底亮相。
3. 存储芯片热潮退烧，韩股成交额较峰值暴跌70%。
4. 伯恩斯坦：存储预期调整，英伟达AI机柜成本下修17%。
5. 阿斯麦将上调在韩零部件报价，涨幅10%。
6. 台积电争取在美先进封装2028上半年投产。
7. SK海力士押注需求增长，拟加速光州半导体集群的建设。
8. iPhone 18 Pro系列被曝削减零部件产量，供应链人士回应：订单总量未发生实质性变化。
9. 大和：三星电子第三季初步业绩保持稳固 维持“买入”评级。
10. 美光科技12月将股票回购计划规模扩大至350亿美元。
11. 铠侠推出面向超大规模数据中心的E1.L QLC SSD。
12. Meta发布CRAM内存压缩方案，只读性能接近原生DRAM。(Historical earnings: For 2026Q1 (period ended 2026-03-31), Meta Platforms reported basic EPS of 10.57, diluted EPS of 10.44, and net income of USD 26.773 billion. This compares with 2025Q1 basic EPS of 6.59, diluted EPS of 6.43, and net income of USD 16.644 billion. For FY2025 (period ended 2025-12-31), basic EPS was 23.98, diluted EPS was 23.49, and net income was USD 60.458 billion, versus FY2024 basic EPS of 24.61, diluted EPS of 23.86, and net income of USD 62.360 billion. Consensus expectations: For 2026Q3, consensus EPS estimate is 6.6125 and revenue estimate is USD 64.539 billion. For 2026Q4, consensus EPS estimate is 8.4337 and revenue estimate is USD 75.147 billion.)