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Jensen Huang: Nvidia will achieve substantial growth this year, and TSMC will need to greatly increase its capacity over the next decade.

Jensen Huang: Nvidia will achieve substantial growth this year, and TSMC will need to greatly increase its capacity over the next decade.

``` On the 29th, NVIDIA CEO Jensen Huang said that the demand for Rubin is unbelievably strong. Energy is a huge challenge for the United States, Taiwan, and Europe. We are working with Intel to develop a custom x86 processor. TSMC needs to significantly increase its capacity over the next decade.

U.S. government shutdown crisis averted? Trump and Schumer close to reaching a deal to split the DHS budget and renegotiate immigration enforcement restrictions.

U.S. government shutdown crisis averted? Trump and Schumer close to reaching a deal to split the DHS budget and renegotiate immigration enforcement restrictions.

``` President Trump and Senate Democratic leader Chuck Schumer are close to reaching an agreement that may prevent a government shutdown at several federal agencies due to funding lapses at midnight this Saturday (January 31). Both sides are negotiating new restrictions on federal immigration enforcement personnel. On January 28, according to

SK Hynix Conference Call: DRAM supply shortage may continue into the second half of the year; HBM4 is being expanded at full capacity but still difficult to meet customer demand.

SK Hynix Conference Call: DRAM supply shortage may continue into the second half of the year; HBM4 is being expanded at full capacity but still difficult to meet customer demand.

SK Hynix sent a clear signal during its latest earnings call: the tight supply situation in the memory market will continue, and the company is making every effort to expand production of high-end products but still cannot fully meet customer demand. This supply-demand pattern is expected to persist through the

Cloud transformation enters the delivery phase; SAP’s adjusted operating profit in the fourth quarter increased by 27% year-on-year, and the company has raised its 2026 cloud revenue growth guidance.

Cloud transformation enters the delivery phase; SAP’s adjusted operating profit in the fourth quarter increased by 27% year-on-year, and the company has raised its 2026 cloud revenue growth guidance.

The cloud transformation strategy of SAP, Europe’s largest software company, has entered its performance realization period. Driven by customers accelerating the migration from traditional on-premise systems to the cloud, the company’s fourth-quarter profits surged, and it raised its forecast for cloud revenue growth this year. The enterprise software

How does the US "Monroe Doctrine" influence commodity pricing?

How does the US "Monroe Doctrine" influence commodity pricing?

``` The new Monroe Doctrine centered on the "Trump Thesis" is reshaping the pattern of the commodities market. According to Chase Trend Trading Desk, Southwest Securities pointed out in its latest macro and geopolitical research that at the beginning of 2026, U.S. foreign and security policy will undergo

HBM explosion reshapes the semiconductor industry landscape, SK Hynix's annual profit surpasses Samsung for the first time

HBM explosion reshapes the semiconductor industry landscape, SK Hynix's annual profit surpasses Samsung for the first time

SK Hynix’s leading position in the HBM sector is rewriting the competitive landscape of Korea’s semiconductor industry. For the first time in 2025, the company’s operating profit will surpass that of long-time industry giant Samsung Electronics, marking a new competitive phase in the global memory chip market.

Sales hit a record high, Toyota will continue to dominate the global car market in 2025.

Sales hit a record high, Toyota will continue to dominate the global car market in 2025.

Toyota's global sales in 2025 reached a historic high of 11.3 million vehicles, making it the world's best-selling automaker for the sixth consecutive year. This achievement highlights the Japanese automobile giant’s continued dominance in the global market, especially its competitive advantage in hybrid vehicles.