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The world’s largest foundry, TSMC (Taiwan Semiconductor Manufacturing Company), has officially sent a price increase signal to the market, while also marking the boundaries for expectation management. On June 9, TSMC Chief Financial Officer Wendell Huang stated in a media interview that inflation has indeed driven up the company’

``` OpenAI has secretly submitted an IPO application, forming a lineup of AI listing candidates with SpaceX and Anthropic, whose combined valuation is approaching $3.6 trillion, amounting to about 10% of the total market capitalization of the Nasdaq Index. This puts further concentration pressure on an already highly concentrated tech

``` In the current market environment marked by frequent geopolitical events and high macroeconomic uncertainty, the underlying logic of global capital allocation is undergoing a profound transformation. On June 3, at the BlackRock China five-year anniversary forum, Nikhil Mehra, Head of Multi-Asset Strategies and Solutions, Asia Pacific at BlackRock, provided the

``` On June 9, information disclosed by the Hong Kong Stock Exchange shows that Beijing Wenge Technology Co., Ltd. (“Wenge”) has published its post-hearing information pack and has officially passed the main board listing hearing. CICC serves as the sole sponsor. At a time when the commercialization of general-purpose large models

``` Asian-Pacific stock markets broadly retreated on Wednesday, with South Korea's KOSPI leading regional declines with a drop of over 6%. Chip stocks saw sharp corrections from high levels. Meanwhile, with U.S. inflation data about to be released, expectations for Fed rate hikes have surged, putting pressure on

``` SpaceX is fully shifting its satellite mass production advantage toward the space-based AI computing power track. Elon Musk's aerospace company SpaceX has announced plans to build a super satellite factory, "Gigasat," spanning 11 million square feet in Bastrop, Texas, dedicated to producing orbital AI data center