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``` The era of high memory prices may never end. At the ISC 2026 conference, Lenovo issued a warning: DRAM and NAND flash prices have entered a structural upward cycle. Even as major manufacturers continue to expand production, prices are unlikely to return to early 2025 levels, and rising prices will

``` Micron Technology’s latest financial report and performance guidance are reshaping the market's perception of the global memory chip industry cycle. In a recent research report, Bank of America Securities pointed out that this memory super cycle may extend to 2027, or even last until 2030, with structural

``` The frenzy around the aerospace sector is subsiding. As the luster of SpaceX’s IPO quickly fades, U.S. aerospace concept stocks have suffered large-scale selloffs this month, with several stocks down more than 50% in June. Related ETFs have also seen their most brutal single-month performance in years. SpaceX

In its early days, Beijing Zhongke Wenge Technology Co., Ltd. (“Zhongke Wenge”) did not have the clear market positioning it enjoys today.  In the winter of 2018, the team encountered a snowstorm that blocked the roads during a business trip in the north, leaving them stranded on the highway late

``` Debate is intensifying over whether the current AI boom is a “long-term dividend” or a “speculative bubble”. On June 25, the macro team led by Li Chao, Chief Analyst at Zheshang Securities, released an in-depth report, reviewing five complete technological waves over the past two centuries in an attempt to

``` Customers must first put down a $22 billion deposit, sign irrevocable long-term contracts, and accept a pricing framework that is far more favorable to Micron than at any point in history—that is the core clause of Micron’s latest batch of Strategic Customer Agreements (SCA). According to ZF Trading