1. 机构预测：2026年第二季度长江存储跃居全球NAND出货量第三。
2. SK海力士推出3D FeNAND技术。
3. 传英特尔以色列先进晶圆厂发生爆炸及火灾。
4. 消息称三星电子计划将4F²技术应用于3D DRAM。
5. 江波龙：预计前三季度净利润同比增长1865%-1991%，存储价格上涨对盈利的边际贡献显著趋缓。
6. AI芯片需求激增推动台积电第三季度净利润飙升69%，创历史新高并超预期。
7. 台积电证实正与马斯克洽谈Terafab芯片工厂合作，但坚持必须掌握生产运营权。
8. 机构：存储器价格飙升挤压其它组件成本，智能手机面临屏幕降级。
9. 韩亚资产管理：AI繁荣将向半导体以外行业扩散，电容器及AI基板企业有望受益。
10. 全球内存涨价缩影：32GB DDR5套件售价约13个月涨幅434.2%，比肩甚至超过旗舰CPU。
11. UBI Research：存储器价格飙升挤压其它组件成本，智能手机面临屏幕降级。(Historical earnings: For fiscal 2026 Q3 (period ended 2026-05-28), Micron Technology reported basic EPS of 41.97, diluted EPS of 41.4, and net income of USD 47.268 billion. In the prior-year period (ended 2025-05-29), basic EPS was 4.79, diluted EPS was 4.75, and net income was USD 5.338 billion. For fiscal 2026 Q2 (period ended 2026-02-26), basic EPS was 16.91, diluted EPS was 16.68, and net income was USD 19.025 billion; in the prior-year period (ended 2025-02-27), basic EPS was 3.1, diluted EPS was 3.08, and net income was USD 3.453 billion. Consensus expectations: The next upcoming consensus is for fiscal 2026 Q4, with an EPS estimate of 32.5625.)