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AI is taking up memory production capacity, automotive chips surge by 180%, and Chinese new energy vehicles are starting to collectively raise prices.

AI is taking up memory production capacity, automotive chips surge by 180%, and Chinese new energy vehicles are starting to collectively raise prices.

China's new energy vehicle market is experiencing a wave of cost-driven price increases. The price of automotive-grade memory chips has soared by around 180% in just three months, prompting more than a dozen new energy vehicle manufacturers to raise prices or tighten discounts, with increases generally ranging from

Citibank Computex Observation: CPO Technology Reaches a Turning Point, Focus Shifts to Rack-Level Deployment

Citibank Computex Observation: CPO Technology Reaches a Turning Point, Focus Shifts to Rack-Level Deployment

CPO (Co-Packaged Optics) technology is transitioning from proof of concept to mass deployment at ultra-large scale. According to Citibank's report, the 2026 COMPUTEX exhibition marks a critical turning point for CPO development—the industry discussion has shifted from single optical devices to full rack-level deployment solutions, technical feasibility

Wuliangye's leadership reshuffle is settled—can state-owned enterprise veteran Deng Min lead the 100-billion-yuan industry giant through these turbulent times?

Wuliangye's leadership reshuffle is settled—can state-owned enterprise veteran Deng Min lead the 100-billion-yuan industry giant through these turbulent times?

``` The suspense over the leadership of Wuliangye, which had been stalled for over a hundred days, has finally been settled. On the evening of June 8, Wuliangye released a major personnel announcement, officially adding Deng Min as a candidate for the non-independent director of the company's seventh board.

AI anxiety sweeps Wall Street, global private equity tech M&A volume plunges 70%

AI anxiety sweeps Wall Street, global private equity tech M&A volume plunges 70%

Due to the disruptive impact of artificial intelligence, global private equity technology M&A transaction volume shrank sharply in the first quarter this year, valuations of software assets came under pressure, and industry exit difficulties continued to intensify. According to Bloomberg, Bain & Company's latest report shows

After Hormuz, is the Red Sea next? Houthi threats escalate, shaking the global oil market

After Hormuz, is the Red Sea next? Houthi threats escalate, shaking the global oil market

``` The latest threat from Yemen's Houthi forces has brought a new shock to the already pressured global energy market, which is still suffering from the closure of the Strait of Hormuz. According to Xinhua News Agency, on the 8th, Yemen's Houthi forces claimed to have launched

AI and electrification are driving up electricity demand; GE Aerospace and Wolfspeed have signed a strategic cooperation agreement on high-voltage silicon carbide.

AI and electrification are driving up electricity demand; GE Aerospace and Wolfspeed have signed a strategic cooperation agreement on high-voltage silicon carbide.

``` GE Aerospace and Wolfspeed announced a partnership targeting the high-voltage silicon carbide market in the industrial, aerospace, and defense sectors. This move will directly impact the competitive landscape between the two companies in the high-power semiconductor space. On June 8, 2026, the two companies announced the signing of a Memorandum

Ming-Chi Kuo: No one doubts that Apple will catch up in AI, but WWDC26 will determine how long the multi-pronged narrative remains effective.

Ming-Chi Kuo: No one doubts that Apple will catch up in AI, but WWDC26 will determine how long the multi-pronged narrative remains effective.

Apple's annual developer conference WWDC26 will open on June 8. Renowned supply chain analyst Ming-Chi Kuo believes that **regardless of what is presented at this conference, as long as the market's core narrative on Apple's AI potential remains intact, the positive trend in Apple&