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``` The demand for AI-driven DRAM and NAND is expanding at a pace that surpasses the industry's supply capabilities. Based on current trends, this demand is expected to account for over 50% of the total addressable market (TAM) of the memory industry this year—and according to analysts, the

``` Long-term supply agreements are becoming a driver that pushes prices higher, rather than simply stabilizing market fluctuations. Driven by AI demand, Samsung Electronics and SK Hynix are increasing their efforts for multi-year supply agreements (LTA). Major customers are willing to pay a premium to secure capacity, while those without contracts

ByteDance's AI product Doubao has officially taken a key step toward commercialization. Its App Store page recently displayed a notice about paid version services, revealing three subscription tiers with the highest priced at 500 yuan per month. This development has sparked widespread discussion about whether the "free

``` As global AI momentum continues to heat up, South Korea’s two major memory chip giants have taken completely different paths in the market. On Monday, SK Hynix’s stock price surged 12.5%, setting a new all-time closing high, with its market capitalization breaking 100 trillion won for the

``` Anthropic is rewriting the growth records of the tech industry at an unprecedented pace. According to the latest report from semiconductor and AI infrastructure research firm Semi Analysis, Anthropic’s annual run rate (ARR) has surpassed $44 billion. This figure is nearly five times higher than its approximately $9 billion

``` The Japanese yen surged sharply during Monday's Asian session, with the market highly alert to whether Japanese authorities would intervene again. Goldman Sachs recently pointed out that Japan theoretically has the capacity to intervene in the forex market 30 more times at a similar scale to last week,