Daily Semiconductor Industry Inforamation Collected By Lansheng Technology

1. Stock market information: #TSMC US stocks closed up 12%, #AMD closed up 11.2%, Marvell Technology, Applied Materials and Broadcom all rose by more than 7%, Micron Technology closed up 4.6%, #Qualcomm, which had fallen by more than 1% during the session, closed up nearly 1%, while Intel fell more than 7% in the intraday session and closed down 5.5%, leading the decline among Dow components.

2. Marvell Technology, the world's leading semiconductor manufacturer that provides a full range of broadband communication and storage solutions, announced that its EPS profit and revenue in the first quarter were both higher than expected, and it is expected that AI revenue in 2024 will at least double that of a year ago, and its stock price has accelerated It rose, and it rose nearly 20% after the market.

3. The United States and Japan will issue a statement on chip cooperation today (26th).

4. Global demand for DRAM chips is expected to exceed supply as early as July, a change that will ease pressure on semiconductor companies struggling due to chip downturns. Market research firm TrendForce predicted in its May report that global DRAM demand this year is expected to exceed 105.4 billion units, exceeding the estimated supply of 104.3 billion units. In an April report, the company had expected DRAM supply to be 155 billion units this year and demand to be 146 billion units. It is expected that the oversupply of chips will continue to hurt the profits of global chipmakers.

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