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Memory price surge impacts; Goldman Sachs lowers global smartphone shipment forecast

Memory price surge impacts; Goldman Sachs lowers global smartphone shipment forecast

``` Persistently high memory prices are profoundly changing the structure of the global smartphone market. Goldman Sachs has sharply lowered its 2026 global shipment forecast, with the year-on-year decline expanding suddenly from the previous 6% to 10%. However, the trend toward higher-end models means the overall market value is still maintaining

Goldman Sachs initiates coverage on Luckin Coffee with a bullish outlook: expanding against the trend amid a price war, the target of 55,000 stores in mainland China is achievable.

Goldman Sachs initiates coverage on Luckin Coffee with a bullish outlook: expanding against the trend amid a price war, the target of 55,000 stores in mainland China is achievable.

``` Goldman Sachs has included Luckin Coffee in its coverage for the first time and gave it a buy rating, believing that China's largest freshly brewed coffee brand demonstrates a strong moat amidst fierce price competition. The mainland market still has ample room for store expansion, and improvements in

SanDisk’s new patent revealed: processor directly bonded to NAND flash chip, HBM relegated to auxiliary role

SanDisk’s new patent revealed: processor directly bonded to NAND flash chip, HBM relegated to auxiliary role

``` SanDisk is driving a fundamental reconstruction of storage architecture—directly bonding computational units with NAND flash memory, and relegating HBM’s role from core memory to an auxiliary tier. According to patent documents published by the US Patent and Trademark Office, SanDisk proposes a 3D stacked architecture that directly integrates

JD.com's Nirvana Ledger for 700,000 Blue-Collar Workers: How Feasible Is It for Couriers to Repair Robots?

JD.com's Nirvana Ledger for 700,000 Blue-Collar Workers: How Feasible Is It for Couriers to Repair Robots?

``` On June 21, at the 2026 APEC China Business Leaders Forum, JD Group Chairman Liu Qiangdong made a clear prediction about the future of last-mile logistics: "Someday in the future, all deliveries will be made by robots, and couriers will not be needed at all." For JD'

Tracking the Formamide Controversy in Diapers: Hidden Risks in the OEM Supply Chain Surface

Tracking the Formamide Controversy in Diapers: Hidden Risks in the OEM Supply Chain Surface

An unresolved diaper testing controversy is bringing the baby diaper industry chain into the spotlight. On June 18, Xinhua News Agency's Economic Information Daily published an investigative report stating that reporters commissioned professional institutions to test baby diapers available on the market. Formamide was detected in samples from

Caocao Mobility integrates Doubao Taxi for gray testing; AI assistant is exploring more scenarios.

Caocao Mobility integrates Doubao Taxi for gray testing; AI assistant is exploring more scenarios.

``` News on June 22: ByteDance’s Doubao App has officially launched a grey-scale test of its instant travel service. Some qualified users can directly state their needs in the Doubao chat window using natural language. After the system automatically recognizes the departure and destination locations and user preferences, it matches

Goal: 1nm process! "Toilet King" TOTO invests 80 billion yen betting on semiconductor materials

Goal: 1nm process! "Toilet King" TOTO invests 80 billion yen betting on semiconductor materials

``` Japan's TOTO, which originally specialized in bathroom ceramics, is quietly undergoing a transformation thanks to the AI chip boom. TOTO plans to invest 80 billion yen (approximately $4.95 billion USD) over the next five years to expand its semiconductor materials business, with the goal of providing key