SK Hynix: The traditional DRAM market will recover in the second half of the year.

SK Hynix: It is expected that the quarterly growth rate of DRAM B/G in the second quarter will be in the middle of the range of 10%-20%, and NAND B/G will remain unchanged.

SK Hynix: The storage market is entering a full recovery cycle.

SK Hynix: The overall storage market will maintain a stable growth path.

The Society of Motor Manufacturers and Traders (SMMT): UK car production fell 27.1% year-on-year to 59,467 units in March.

Market news: Malaysia is said to be considering issuing casino licenses to revitalize Forest City.

Vale (VALE.N) reported a first-quarter net profit of $1.68 billion, compared with market expectations of $1.73 billion.

Anglo American confirmed it had received a non-binding offer from BHP Billiton.

[North Korean Foreign Ministry: If the US launches a new round of sanctions against North Korea, North Korea will take stronger actions] According to the Korean Central News Agency on the 25th, Kim Eun-chol, Vice Minister of the Ministry of Foreign Affairs of North Korea for US Affairs, made a speech on the same day. The speech said that the United States is stepping up a new round of sanctions against North Korea, which is nothing new to North Korea. However, the sanctions launched by the United States have been pushing North Korea to improve its national strength. The more the sanctions pressure increases, the stronger North Korea will become. The speech clearly stated that if the United States launches a new round of sanctions against North Korea, North Korea will seize the new opportunity to adjust its strength upward, firmly safeguard its sovereign rights and security interests from the hostile threats and sanctions of the United States, and continue to take stronger practical actions.

U.S. Central Command: Successfully destroyed four aerial drones over the Houthi-controlled area in Yemen.

US Central Command: The target of the (Houthi armed forces) anti-ship ballistic missiles may be the freighter MV Yorktown, which has 18 American and 4 Greek crew members on board.

U.S. Central Command: A coalition ship successfully shot down an anti-ship ballistic missile (ASBM) launched from Houthi-controlled territory into the Gulf of Aden, Yemen.

According to The Information: It is impossible to know the price Nvidia paid to Deci.

According to The Information: Nvidia (NVDA.O) agreed to acquire Israeli AI startup Deci.

Meta (META.O) CEO Zuckerberg: We are not doing search advertising in the field of artificial intelligence, it will eventually become a completely different business.

Meta (META.O) CEO Zuckerberg: Since the last financial report, we have become more optimistic and ambitious about artificial intelligence.

Goldman Sachs: Set the 12-month target price for copper at $12,000/ton, and still believe that the copper market is in the countdown stage of a shortage of refined metal supply. The target price for LME nickel is set at $15,000/ton, and the average price this year is $16,000/ton.

Meta (META.O) CEO Zuckerberg: The main focus of artificial intelligence in the next two years will be to increase product and user stickiness, and then profitability.