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``` Samsung’s foundry business is putting the 1.4nm process back on the agenda, and as Apple accelerates its next-generation advanced process layout, Samsung sees another opportunity to enter Apple’s supply chain. According to Korean tech media The Bell, Samsung has adjusted its mass production target for the 1.

The semiconductor research institute SemiAnalysis has released two assessments, outlining both the opportunities and challenges in Nvidia's future—the "ice and fire" duality. The latest forecast posted by SemiAnalysis on the X platform on June 30 shows that Nvidia's data center computing business revenue

``` Morgan Stanley's chief equity strategist Mike Wilson has issued a warning: the price momentum of semiconductor stocks is nearing historical extremes, with trends closely resembling the silver stocks' trajectory earlier this year—which fizzled out quickly after a brief surge. He believes this round of momentum "

``` Author | Huang Yu Amid the AI boom, from computing power chips and servers to the optical communications industry chain, more and more AI infrastructure companies are accelerating their capital operations. On June 29, Wuhan Liantek Technology Co., Ltd. (hereinafter referred to as Liantek Technology) officially submitted its IPO application to

``` Japan deployed a record scale of foreign exchange reserves to intervene in the currency market, yet failed to prevent the yen from falling to its lowest point in nearly 40 years. Facing multiple pressures—including surging oil prices driven by geopolitical conflict, a reversal in US interest rate expectations, domestic

Morgan Stanley has cut its crude oil price forecast for the second time in about two weeks, warning the global oil market is accelerating towards oversupply. The reopening of the Strait of Hormuz has outpaced expectations, combined with strong US supply and weak Chinese demand, weighing on the outlook for