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Can't Rely Solely on TSMC, Ming-Chi Kuo: Apple Is Systematically Cultivating Intel, Targeting a "Key Supplier"

Can't Rely Solely on TSMC, Ming-Chi Kuo: Apple Is Systematically Cultivating Intel, Targeting a "Key Supplier"

``` Apple is seeking a more strategically significant second pivot for its advanced process supply chain. The latest industry research from Ming-Chi Kuo reveals that Apple's partnership with Intel is not merely a trial run, but is being pursued across three major product lines to verify the possibility of

Dialogue with Xinghuo Animation's Lv Shifeng: Content Remains the Core Variable in AI Comics

Dialogue with Xinghuo Animation's Lv Shifeng: Content Remains the Core Variable in AI Comics

AI comic series’ first round of rapid development is no longer just a competition of technological efficiency. Over the past half year, improvements in model capabilities, platform traffic expansion, and integration with the commercial system for short dramas have together brought this new content category to the forefront. Low cost,

AliHealth unifies the command of B2C and O2O pharmaceutical businesses, completing the instant retail puzzle.

AliHealth unifies the command of B2C and O2O pharmaceutical businesses, completing the instant retail puzzle.

``` Alibaba is bringing together its pharmaceutical retail capabilities, which were originally scattered across different business systems. On May 15, Shen Difan, Chairman of the Board and CEO of Alibaba Health, revealed at the FY2026 earnings call with analysts that Alibaba Health will unify command of the pharmaceutical business units under

Expectations of interest rate hikes combined with inflation concerns led to a decline in global stock markets, a 5% plunge in South Korean stocks, a surge in bond yields, and silver falling below $80.

Expectations of interest rate hikes combined with inflation concerns led to a decline in global stock markets, a 5% plunge in South Korean stocks, a surge in bond yields, and silver falling below $80.

``` The South Korean stock market rapidly reversed after briefly touching a historic milestone, as foreign investors heavily sold off technology stocks, putting significant selling pressure on the KOSPI. The global stock market generally weakened. Oil prices soared, intensifying concerns about a resurgence in inflation, with oil extending its rally and

Going against the new chairman! Fed Governor Michael Barr: Balance sheet reduction is a mistake and ultimately threatens financial stability.

Going against the new chairman! Fed Governor Michael Barr: Balance sheet reduction is a mistake and ultimately threatens financial stability.

``` The debate within the Federal Reserve over the size of its balance sheet is becoming public. On May 14, Federal Reserve Board member Michael Barr gave a strongly worded speech, directly criticizing the currently hot proposal for balance sheet reduction as the "wrong goal," warning that related proposals

A "Welcome Gift" for the New Fed Chair: Walsh Takes Office, and the Market Already "Raises Rates"

A "Welcome Gift" for the New Fed Chair: Walsh Takes Office, and the Market Already "Raises Rates"

``` Waller has not yet chaired his first Federal Reserve monetary policy meeting, but the bond market has already given him a "rate hike gift" in advance. On Thursday, May 14, according to Wallstreetcn, U.S. retail sales in April posted the strongest monthly gain in eight months, confirming

Revenue Soars 1065%! Palantir-backed drone company Ondas shares surge 26%

Revenue Soars 1065%! Palantir-backed drone company Ondas shares surge 26%

``` Ondas Holdings dazzled the market with a quarterly earnings report that far exceeded expectations. The provider of AI-driven autonomous drone systems saw its shares surge more than 26% on Thursday, buoyed by a triple boost of revenue growth exceeding tenfold year-over-year, a surge in order backlog, and an upward revision