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``` After storage chips, optical communication technology is becoming the next emerging frontier for AI investment on Wall Street. Among the top ten gainers in the S&P 500 index this year, three are from the optical communication sector, and related stocks have all more than doubled in value since

``` Today’s court ruling stripped the upcoming action—called “the biggest strike in semiconductor history”—of its core weapon before it began, at least on the legal front. The short-term risk to the supply chain has dropped significantly, but this labor dispute is far from over, and there’s still

``` A quarterly profit of 24.7 billion yuan, with half-year profits approaching 57 billion yuan—this chip company, once suffering years of massive losses and mocked by the market as a “money-burning machine”, is now staging the most astounding profit turnaround in China’s tech history. On May 17, Changxin

``` Nvidia will release its quarterly report after market close on Wednesday, May 20 (U.S. Eastern Time), marking a key stress test for the current AI bull market cycle. The semiconductor sector is technically severely overbought, options positioning is highly skewed towards bullish bets, and the rare “stock price and

``` Something unprecedented in the past thirty years is happening in the memory chip industry: buyers are actively seeking to sign long-term contracts with sellers. Behind this reversal of roles is a structural surge in memory demand driven by the AI computing power arms race. Cloud service providers are beginning to

``` Author | Huang Yu Tencent is continuously exploring more application scenarios for Agents. On May 18, Tencent launched another AI design intelligent collaboration platform, Ardot. It is reported that Ardot is a UI/UX design tool that supports multi-person real-time collaboration, mainly targeting designers and product managers; covering the entire software