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AI chips are booming with $148 billion, but this sector has stalled: Nvidia's four-year bet on manufacturing yields little return.

AI chips are booming with $148 billion, but this sector has stalled: Nvidia's four-year bet on manufacturing yields little return.

``` Although Nvidia raked in nearly $148 billion in revenue from its AI chip business in the nine months ending in October—far surpassing the $27.5 billion in the same period of 2023—the company’s critical attempt to transform into an integrated hardware-software platform has suffered a major setback.

Fourth stake increase raises holdings to 20%, Ping An Life’s 15 billion yuan incremental investment and the dividend calculations behind it

Fourth stake increase raises holdings to 20%, Ping An Life’s 15 billion yuan incremental investment and the dividend calculations behind it

On January 7th, Ping An Life released an announcement stating that as of December 30th, 2025, its holdings of Agricultural Bank of China H shares through Ping An Asset Management had exceeded the 20% threshold, reaching a book balance of 32.428 billion yuan. Looking back at this trajectory, from

CoWoS capacity support, JPMorgan raises TPU forecast again: shipments expected to reach 3.7 million and 5 million units this year and next year.

CoWoS capacity support, JPMorgan raises TPU forecast again: shipments expected to reach 3.7 million and 5 million units this year and next year.

J.P. Morgan has once again raised its shipment forecast for Google's TPU chips, expecting shipments to reach 3.7 million and 5 million units in 2026 and 2027 respectively, mainly benefiting from TSMC's continued expansion of CoWoS packaging capacity and strong market demand. According to

Goldman Sachs significantly raises expectations for the PCB market size: simultaneous increases in volume and price, plus specification upgrades—compound growth over this year and next is expected to exceed 140%!

Goldman Sachs significantly raises expectations for the PCB market size: simultaneous increases in volume and price, plus specification upgrades—compound growth over this year and next is expected to exceed 140%!

Goldman Sachs has made an aggressive upward revision to the potential market size (TAM) for AI PCB/CCL. According to the WindChaser Trading Desk, the team of Goldman Sachs analysts Chao Wang and Allen Chang released a research report on Taiwan's PCB (Printed Circuit Board) and CCL (Copper

Eurozone December CPI slows to 2%, market expects ECB to remain on hold for an extended period.

Eurozone December CPI slows to 2%, market expects ECB to remain on hold for an extended period.

``` The inflation rate in the eurozone has fallen back to the 2% target level set by the European Central Bank, further solidifying policymakers’ key view: Unless there is a major change in the economic outlook, current interest rates will be maintained. According to initial data released by Eurostat on Wednesday,

Dajia Property & Casualty Insurance plans to increase its capital by 1.5 billion yuan, with the major shareholder fully subscribing to strengthen its transformation.

Dajia Property & Casualty Insurance plans to increase its capital by 1.5 billion yuan, with the major shareholder fully subscribing to strengthen its transformation.

``` After completing the phased cleanup of historical burdens, Dajia Property & Casualty Insurance has launched a new round of capital strengthening. On January 6, Dajia Property & Casualty Insurance revealed plans to increase its capital by 1.5 billion yuan, to be subscribed by its sole shareholder, Dajia Insurance, using

Musk revealed: He once strongly recommended that OpenAI choose Microsoft over Amazon for collaboration, saying Bezos was a bit "too clever for his own good."

Musk revealed: He once strongly recommended that OpenAI choose Microsoft over Amazon for collaboration, saying Bezos was a bit "too clever for his own good."

``` Court documents and email evidence released on Tuesday local time show that as early as 2016, Elon Musk had advised OpenAI co-founder Sam Altman to choose Microsoft instead of Amazon as a cloud computing partner. In the email, Musk bluntly stated that he thought Amazon CEO Jeff Bezos was "