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The wave of investment in AI infrastructure is pushing the global memory chip market to the brink of an unprecedented supply crisis. A research report released by KB Securities in South Korea on September 7 stated that Samsung Electronics and SK Hynix's current memory chip inventory has dropped

With the continuous expansion of AI computing power, the logic of semiconductor capacity expansion is extending from chip and wafer manufacturing to advanced packaging, optical interconnects, and testing. During SEMICON Taiwan 2026, research by Citi, Nomura, and UBS revealed six highlights of this year's exhibition: advanced packaging is

Nvidia CEO Jensen Huang declared the official start of the era of artificial general intelligence, attributing this historic milestone to OpenAI's latest flagship model, Astra—which was trained on Nvidia chips. This statement once again places Nvidia in the position of AI infrastructure leader and hints at an

The main contributor to the current US debt surplus is the government, not corporations. This structural difference renders the traditional narrative of "corporate deleveraging" ineffective and pushes the 10-year US Treasury yield to a crucial position that will determine the fate of AI's prosperity. Ruchir Sharma,

Japan is suspected of funding its record-breaking yen intervention by selling foreign securities, including U.S. Treasury bonds, reigniting concerns about supply pressures on U.S. Treasury bonds. According to foreign exchange reserve data released by Japan's Ministry of Finance on Monday, Japan's foreign securities holdings

On September 3, OpenAI officially released GPT-6 Astra. Early testers turned the release into a public stress test within 48 hours, and the results showed a clear dividing line: Astra is the most powerful model to date in spatial understanding, mechanical manipulation, and autonomous agent tasks, but in writing, many