Admin

MLCC also enters the "long-term agreement era": Samsung Electro-Mechanics signs a $200 million long-term agreement with a tech giant, securing supply through 2027.

MLCC also enters the "long-term agreement era": Samsung Electro-Mechanics signs a $200 million long-term agreement with a tech giant, securing supply through 2027.

``` Samsung Electro-Mechanics is pushing the AI server MLCC business onto a "long-term contract" track, a trend that is reshaping the supply and demand structure of this core electronic component. According to reports, Samsung Electro-Mechanics disclosed on July 23 that the company had signed an MLCC supply contract worth
Admin
The three major A-share stock indices fluctuated upward, nonferrous metals surged again, the STAR 50 fell over 2%, the semiconductor industry chain adjusted, the Hang Seng Index rose 1%, and many tech stocks rebounded.

The three major A-share stock indices fluctuated upward, nonferrous metals surged again, the STAR 50 fell over 2%, the semiconductor industry chain adjusted, the Hang Seng Index rose 1%, and many tech stocks rebounded.

``` On July 23, A-shares fluctuated and rose. The Shanghai Composite Index consolidated near the flat level at the opening, while the Shenzhen Component Index and the ChiNext Index rose over 1% at the beginning. Computing hardware stocks were active in early trading, while copper-clad laminate and optical module sectors strengthened.
Admin
The Federal Reserve under the Watch era is too hard to predict! As the FOMC approaches, the market still can't determine next week's policy direction.

The Federal Reserve under the Watch era is too hard to predict! As the FOMC approaches, the market still can't determine next week's policy direction.

Just days remain before the next Federal Reserve policy meeting, yet the market's judgments about its policy direction remain sharply divided—a situation rarely seen in recent years. The new chair, Walsh, has completely abandoned the practice of forward guidance popularized by his predecessor, fundamentally reshaping the rules