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JPMorgan discusses the Middle East crisis: Iran "grows more united the more it fights," aims to win through a "war of attrition," Asia will be impacted first.

JPMorgan discusses the Middle East crisis: Iran "grows more united the more it fights," aims to win through a "war of attrition," Asia will be impacted first.

The Middle East conflict is evolving from a theoretical discussion of geopolitical risks into tangible economic costs. JPMorgan’s latest strategic research report warns that Iran is adopting a “war of attrition” rather than a “firepower showdown” as its core strategy, attempting to achieve survival as victory by exhausting the

How many electric vehicles are needed to fill this oil market gap?

How many electric vehicles are needed to fill this oil market gap?

The Middle East energy crisis is quietly rewriting the demand logic for electric vehicles. According to information from Chasing Wind Trading Desk, UBS stated in a March 30 report that the Strait of Hormuz has blocked about 12% of the global oil supply. To fully fill this gap, around 770

AI drives booming copper-clad laminate expansion: equipment orders scheduled through 2028, delivery takes two years.

AI drives booming copper-clad laminate expansion: equipment orders scheduled through 2028, delivery takes two years.

The surge in AI computing power demand is pushing expansion pressures upstream along the industrial chain. A new wave of large-scale capacity expansion by copper-clad laminate (CCL) manufacturers has led to a supply shortage of key production equipment. The delivery period has suddenly extended from about eight months to as

Claude Code "fails" after update, depth of thought drops by 67%, "can no longer be trusted to handle complex engineering tasks"!

Claude Code "fails" after update, depth of thought drops by 67%, "can no longer be trusted to handle complex engineering tasks"!

``` Anthropic's AI programming tool Claude Code is facing a severe reputation crisis. AMD's Director of AI has openly submitted an issue report in the official GitHub repository, alleging, based on quantitative analysis of tens of thousands of conversation logs, that Claude Code has shown systemic capability

Before TSMC’s financial report, JPMorgan loudly shouted: Buy! The shortage of the company’s advanced manufacturing processes will continue until 2027.

Before TSMC’s financial report, JPMorgan loudly shouted: Buy! The shortage of the company’s advanced manufacturing processes will continue until 2027.

``` The explosive growth in AI computing power demand is pushing TSMC’s advanced process capacity to unprecedented levels of tightness. According to Wind Trading Desk, JPMorgan released a research report on April 2, 2026, raising TSMC's target price from NT$2,250 to NT$2,400. The report

Clouds of a Hormuz blockade loom as Saudi Arabia's oil revenue in March rises by 4.3% instead of declining, while Iran's increases by 37%.

Clouds of a Hormuz blockade loom as Saudi Arabia's oil revenue in March rises by 4.3% instead of declining, while Iran's increases by 37%.

``` The threat of a blockade of the Strait of Hormuz continues to escalate, but the oil wealth of Middle Eastern oil-producing countries has already undergone drastic divergence. According to Reuters, in March Saudi Arabia leveraged its geographic advantage with bypass pipelines to achieve a 4.3% increase in oil revenues;

The world's first memory-themed ETF officially launched; Samsung, SK Hynix, and Micron have a combined weight of over 73%.

The world's first memory-themed ETF officially launched; Samsung, SK Hynix, and Micron have a combined weight of over 73%.

``` The global capital markets have welcomed the world’s first exchange-traded fund focused on the memory semiconductor sector, creating a new path for investors to directly access the core AI infrastructure track. On Thursday, U.S. ETF issuer Roundhill Investments announced the launch of the Roundhill Memory ETF, making it