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``` The optical fiber industry is standing at a crossroads that feels familiar. Demand recovery is driving prices higher, with stock prices rebounding sharply, mirroring the start of the upward cycle in 2017 to 2018. However, history clearly records how the boom at that time abruptly ended under the heavy pressure

``` The continuous surge in upstream storage prices is putting more cost pressure on domestic mobile phone manufacturers. “Price increases” to shift costs have become the helpless yet necessary survival choice for Chinese phone manufacturers amid current supply chain turbulence. On March 10, two major moves—one in the morning and

``` The global PC market is facing a dual shock of memory supply shortages and price hikes. Goldman Sachs analysts have issued a warning that structural memory shortages will constrain PC supply and drive up end-user prices, with global PC shipments potentially dropping significantly in 2026. Goldman Sachs analyst Katherine Murphy

``` SpaceX is preparing a listing that could rewrite the history of the capital markets, but debates about the rationality of its valuation and the logic of its business integration have become the major uncertainties for this IPO. On March 10, according to a previous article by Wallstreetcn, SpaceX plans to

Samsung Electronics and SK Hynix plan to cancel a total of 20.8 trillion won (approximately 14.1 billion USD) in treasury shares in response to corporate governance reforms. This move aims to enhance corporate governance, narrow the “Korea discount” phenomenon, and improve valuations by increasing shareholder returns. Samsung Electronics

Oracle is facing an especially tough earnings season. Amid sustained concerns about AI capital expenditures in the market, the enterprise software giant finds itself in a dilemma—**increasing spending exacerbates debt and cash flow pressures; cutting spending triggers fresh doubts about its competitiveness.** Oracle’s share price has fallen 54%