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The battle for advanced production capacity is heating up! Bank of America: Exploding demand for server CPUs will further squeeze TSMC's supply of advanced process capacity.

The battle for advanced production capacity is heating up! Bank of America: Exploding demand for server CPUs will further squeeze TSMC's supply of advanced process capacity.

``` The server CPU market is experiencing a structural boom and is set to deeply reshape the landscape of the Asian semiconductor supply chain. According to Zhuifeng Trading Desk, a recent research report from Bank of America Securities indicates that as AI workloads shift from training to inference and agentic AI

UBS backs Lao Feng Xiang: Market concerns over competitive threats may be seriously overblown, as followers’ sales are only 4% of theirs.

UBS backs Lao Feng Xiang: Market concerns over competitive threats may be seriously overblown, as followers’ sales are only 4% of theirs.

Laopu Gold’s stock price has sharply retraced from its high, but UBS believes market pricing has fully reflected sales pressure, while the potential for gross margin improvement has been severely underestimated. According to Chase Trading Desk, UBS’s latest research report points out that the market’s worries about

Diversification contraction increases the proportion of the main business; Bosideng is becoming more dependent on down jackets.

Diversification contraction increases the proportion of the main business; Bosideng is becoming more dependent on down jackets.

Bosideng’s revenue structure is becoming increasingly focused on its core down jacket business. On June 25, Bosideng disclosed its annual results for the year ended March 31, 2026. In the 2025/26 fiscal year, the company achieved revenue of 27.35 billion yuan, an increase of 5.6% year-on-year;

A scene unseen in the past 40 years! Surging data center and memory costs are driving the third wave of inflation.

A scene unseen in the past 40 years! Surging data center and memory costs are driving the third wave of inflation.

``` The boom in artificial intelligence infrastructure construction is becoming a new driver of inflation. Its impact has spread from chips to consumer electronics, electricity, and even the labor market, causing some economists to worry that this AI-driven price pressure will persist for years. Apple announced this week that it will

Bank of America: Keep a close watch on two key levels; these will be the catalysts triggering a summer sell-off.

Bank of America: Keep a close watch on two key levels; these will be the catalysts triggering a summer sell-off.

Bank of America Securities recently released its latest "The Flow Show" report, issuing a warning: market sentiment is currently in the extremely optimistic zone, and if two key technical levels are breached, they may become the fuse triggering a summer selloff of risk assets. Meanwhile, this week has

AI quarterly revenue surpasses depreciation costs for the first time—has the trillion-dollar computing power gamble entered the return validation phase?

AI quarterly revenue surpasses depreciation costs for the first time—has the trillion-dollar computing power gamble entered the return validation phase?

``` Over the past two years, the core debate in capital markets has remained unchanged: is the AI boom driven by real demand or is it a capital expenditure bubble? Exponential View, a research organization founded by renowned investor and entrepreneur Azeem Azhar, may have provided an answer in its latest

Vitasoy’s profits increase without revenue growth; the old beverage brand’s distribution channels are still experiencing a painful adjustment period.

``` Vitasoy International's profits are still being restored, but revenues are once again under pressure. On June 25, Vitasoy International disclosed its annual results for the fiscal year ended March 31, 2026. During the reporting period, the company achieved revenue of HK$6.061 billion, a year-on-year decrease of