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AI-driven storage demand has surged, with NAND prices soaring more than 20-fold, but both flash memory manufacturers and hard drive makers remain restrained in large-scale capacity expansion. Behind this is a supply discipline shaped by economic logic, technical barriers, and industry experience. According to Wind Chasing Trading Desk, at a

Disney delivered a financial report that exceeded Wall Street expectations, with its streaming business achieving a historic breakthrough, demand for its theme parks remaining stable, and the first full quarterly report after new CEO Josh D'Amaro took office showing a strong start. The company announced adjusted earnings per

``` Author | Zhou Zhiyu BMW Group Chairman Oliver Zipse toured this year's Beijing Auto Show. His impression of the event: electric, large SUVs, autonomous driving, and most booths showcasing the same things. "Almost all the same." In a call on May 6, Zipse admitted that the global

Agentic AI is shifting the artificial intelligence industry from a cost-driven narrative to a profit-driven one. According to Goldman Sachs, as token consumption is poised for exponential growth and the underlying computing costs are decreasing faster than the rate of token price declines, the profit inflection point for hyperscale cloud

Author | Huang Yu Under the AI industrial revolution, telecom operators are destined to undergo a cross-era identity shift. Recently, China Mobile announced it will launch the world’s first AI-eSIM product. Traditional SIM cards and eSIMs are essentially communication tools, limited to connectivity. The AI-eSIM, however, equips endpoint chips with

The global memory chip supply crisis is directly impacting Apple’s desktop Mac product line. Apple has removed several high-memory configurations of Mac Studio and Mac mini from its online store, including the Mac Studio equipped with M3 Ultra chip and 256GB of memory, as well as the 64GB version