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Samsung releases first batch of 2nm chip performance data, accelerating its catch-up with TSMC.

Samsung releases first batch of 2nm chip performance data, accelerating its catch-up with TSMC.

Samsung Electronics is intensifying its efforts to catch up with industry leader TSMC by releasing specific performance indicators for its next-generation chip manufacturing technology. According to media reports, Samsung Electronics has, for the first time, released initial performance data for its upcoming 2-nanometer chip process. The first-generation 2nm process adopts

Money-burning continues! Musk's xAI plans to raise $15 billion, with a potential valuation as high as $230 billion.

Money-burning continues! Musk's xAI plans to raise $15 billion, with a potential valuation as high as $230 billion.

``` Elon Musk’s AI startup xAI is currently in advanced negotiations for a new round of large-scale financing, aiming to raise massive ammunition for the costly AI infrastructure race. According to media reports citing informed sources, xAI is in-depth negotiations for a new round of financing as high as $15

Global private equity giant EQT ramps up in Asia: Betting on early-stage innovation and domestic demand in China

Global private equity giant EQT ramps up in Asia: Betting on early-stage innovation and domestic demand in China

EQT, one of the world’s largest private equity firms, is making a significant bet on the Asian market, viewing the region as a core growth engine and adopting a differentiated strategy in China by focusing on early-stage innovative companies and industries driven by domestic demand. On November 19th, according

Stop focusing on demand; the powerful supply chain behind Nvidia is the real key!

Stop focusing on demand; the powerful supply chain behind Nvidia is the real key!

As Nvidia's earnings report approaches, Wall Street's focus is shifting from the strength of AI demand to supply capability. According to Chasewind Trading Desk, JPMorgan pointed out in its latest report released on November 18th that the market is generally optimistic about Nvidia’s upcoming third-quarter

Japanese bond sell-off intensifies: 10-year yield hits post-financial crisis high, 20-year auction demand weak.

Japanese bond sell-off intensifies: 10-year yield hits post-financial crisis high, 20-year auction demand weak.

``` The sell-off in Japanese government bonds is intensifying. On Wednesday, October 19, the benchmark yield on Japan’s 10-year government bond rose by 2 basis points to 1.765%, reaching its highest level since the global financial crisis in June 2008. The selling pressure quickly spread to longer-dated bonds, with

Japanese Prime Minister's advisor pours cold water: "Fiscal first, monetary later"; no interest rate hike before March next year.

Japanese Prime Minister's advisor pours cold water: "Fiscal first, monetary later"; no interest rate hike before March next year.

An important economic adviser to Japanese Prime Minister Sanae Takaichi has issued a warning that the Bank of Japan is unlikely to raise its benchmark interest rate before next March, and that the policy focus should first be on boosting domestic demand through large-scale fiscal spending, with monetary policy normalization

The world's lowest valuation: Is Chinese consumption about to reverse? UBS: Alpha is hidden in these sectors.

The world's lowest valuation: Is Chinese consumption about to reverse? UBS: Alpha is hidden in these sectors.

The valuation of China's consumer sector has reached a global low. In its latest report, UBS pointed out that under the current environment, investment opportunities lie in hidden "alpha" opportunities within specific tracks and companies. According to Chase Wind Trading Desk, UBS's China consumer