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The arrival of the AI inference era is fundamentally reshaping the demand landscape of the semiconductor memory industry. As the average number of output tokens per question surges at a rate of over 5 times per year, the memory needs brought by KV cache management and agentic AI deployment have

``` TSMC's advanced packaging capacity continues to expand, and bottlenecks in the AI chip supply chain are expected to gradually ease. According to media reports citing institutional investors' views, as TSMC and its partners actively expand advanced packaging capacity, the supply-demand gap for CoWoS is expected to shrink

``` The US-Iran peace agreement is about to be signed, boosting market risk appetite. Wall Street strategists believe that the momentum for US stock gains is spreading from technology stocks to cyclical sectors. Morgan Stanley strategist Wilson pointed out in his Monday report that passage through the Strait of Hormuz is

As the US-Iran ceasefire negotiations enter their final phase, the core logic that previously suppressed gold prices is reversing, and the window for allocating gold may have quietly opened. On the 14th, the US and Iran announced that they had reached a memorandum of understanding for a ceasefire. US President

The US-Iran peace agreement is about to be reached, the geopolitical risks in the Strait of Hormuz have significantly cooled down, and international oil prices have dropped sharply. For American consumers, the most direct benefit is seen at gas stations—average US gasoline prices are expected to fall below the

``` Aluminum prices face significant downward pressure in the short term, as three supply-side headwinds are forming simultaneously. Although supply disruptions caused by conflicts in the Middle East have provided strong support for aluminum prices, the market is cooling due to China’s unexpectedly rapid production growth, Indonesia’s swift smelting