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$26.5 billion IPO and nine-figure underwriting fees—SK Hynix is making Wall Street rich.

$26.5 billion IPO and nine-figure underwriting fees—SK Hynix is making Wall Street rich.

``` South Korean chip giant SK Hynix has landed on Nasdaq, bringing Wall Street a rare underwriting feast. This world-leading high-bandwidth memory chip manufacturer officially began trading on Nasdaq this Friday, with a fundraising scale of up to $26.5 billion, making it one of the largest public offerings in history.

The registration for IPO on the STAR Market of domestic AI chip unicorn Suiyuan Technology has become effective.

The registration for IPO on the STAR Market of domestic AI chip unicorn Suiyuan Technology has become effective.

``` On July 9, the official website of the Shanghai Stock Exchange showed that the IPO review status of Shanghai Enflame Technology Co., Ltd. on the STAR Market had changed to registration effective. Under the operation of its sponsor, CITIC Securities, this chip company, which took less than half a year

After NAND surged 70% in a single quarter, SK Hynix restarted Phase II in Dalian, accelerating competition with Samsung in Xi'an.

After NAND surged 70% in a single quarter, SK Hynix restarted Phase II in Dalian, accelerating competition with Samsung in Xi'an.

``` According to TrendForce, SK Hynix plans to restart the previously suspended second-phase expansion project of its Dalian factory in the second half of 2026, adding a new V8 (238-layer) NAND production line. The project was previously paused due to the sluggish NAND market and U.S. export controls; the restart

After Nvidia, Samsung develops AI PC-specific chip "GAIA," has provided samples for testing to Lenovo and HP.

After Nvidia, Samsung develops AI PC-specific chip "GAIA," has provided samples for testing to Lenovo and HP.

``` Samsung Electronics is quietly making moves in the AI PC chip market. The System LSI division of this Korean tech giant is developing a generative AI accelerator chip specifically designed for AI PCs, codenamed "GAIA", and has provided prototype samples to major PC manufacturers such as Lenovo and

Global Refining Bottlenecks: From the Strait of Hormuz to Russia

Global Refining Bottlenecks: From the Strait of Hormuz to Russia

``` The bottleneck in the global oil market is shifting from crude oil passage through the Strait of Hormuz to the supply of refined oil products from Russian refineries. JPMorgan believes that while crude oil can resume flowing, the real challenge in pricing lies in whether the world can convert crude

The five major working groups have arrived—Washington’s “United front,” aiming for an interest rate cut?

The five major working groups have arrived—Washington’s “United front,” aiming for an interest rate cut?

``` The policy framework reform promoted by Federal Reserve Chairman Walsh has entered a substantive stage. With the official unveiling of the five major working group leadership teams on July 9, this internal restructuring, which has been seen by outsiders as a “united front,” is advancing along a clear three-step roadmap—

Morgan Stanley upgrades Lenovo rating: From "memory headwinds" to "server profit boom"

Morgan Stanley upgrades Lenovo rating: From "memory headwinds" to "server profit boom"

``` AI is reshaping the memory market landscape, with Lenovo transforming from a victim of cyclical pressures to a beneficiary of pricing power. Morgan Stanley has significantly raised Lenovo Group’s rating and target price. According to trading desk news, on July 9, Morgan Stanley’s Howard Kao team upgraded Lenovo’