Admin

Eurozone economic activity expanded faster in February, with manufacturing returning to expansion and hitting a three-and-a-half-year high, injecting new momentum into the region’s economic recovery. Germany’s manufacturing performance became a key driver, while France’s economy continued to struggle at the edge of contraction, highlighting the divergence in

The next generation of low-power DRAM (LPDDR6) is entering the market at a speed exceeding expectations. Driven by the rapid rise in demand for high-performance, high-efficiency DRAM in servers and AI fields, the commercialization process of this new standard is accelerating. Several leading semiconductor design companies are currently discussing plans

``` The stock price of Korea’s brokerage firm Mirae Asset Securities has nearly doubled this year, becoming a global market focal point. This spectacular surge is mainly driven by investors betting on the imminent IPO of Musk’s SpaceX, highlighting the worldwide fervor for the listing of this space exploration

``` After the Hong Kong stock market reopened following the Lunar New Year holiday, tech stocks showed a differentiated trend. Generative AI startups surged, while traditional internet giants pulled back, with capital preference shifting from "comprehensive platforms" to more pure AI targets. The dazzling performance of Chinese humanoid robots

``` Recently, Silicon Valley chip engineer Damnang2 published an in-depth analysis titled “Intel Foundry: the Last Chance” on social media X. The analysis points out that Intel's foundry business is at a critical crossroads. Despite Intel's aggressive bets on the technology roadmap, attempting to reshape the landscape

Goldman Sachs believes the economic cycle is still early, but some targets are overpriced; they expect AI and technology stocks to fluctuate at high levels, with capital continuously flowing toward "cheap" cyclical assets. Investors should be cautious with high-valuation sectors and embrace emerging markets and old economy sectors