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"‘Electronic rice’ becomes ‘electronic gold’? MLCC prices skyrocket: high-end products increase 3 to 5 times in price within a year, spot prices change every 30 minutes."

"‘Electronic rice’ becomes ‘electronic gold’? MLCC prices skyrocket: high-end products increase 3 to 5 times in price within a year, spot prices change every 30 minutes."

``` The surge in AI server construction has made MLCC (Multilayer Ceramic Capacitor), known as the "electronic rice," extremely popular, even being jokingly referred to as "electronic gold" now. Spot prices for high-end products have soared by up to 3-5 times within the year, with prices in

Washington deals a heavy blow to the "short dollar trade"! Gold crashes, Bitcoin plunges—how long can the chip frenzy last?

Washington deals a heavy blow to the "short dollar trade"! Gold crashes, Bitcoin plunges—how long can the chip frenzy last?

``` The “dollar depreciation trade” that has dominated Wall Street this year is rapidly collapsing. The hawkish stance of Federal Reserve Chairman Kevin Warsh has strengthened market expectations of rate hikes, coupled with a surge in the dollar forming a double squeeze, causing gold, silver, and bitcoin to consecutively lose key

Micron has provided the answer to Wall Street’s biggest concern.

Micron has provided the answer to Wall Street’s biggest concern.

``` Micron Technology released its financial results for the third quarter of fiscal year 2026 after the US stock market closed on June 24th. The stock price surged more than 16% after hours. The most eye-catching figure was a year-over-year revenue growth of about 346%, reaching $41.46 billion. Adjusted earnings

UBS finds: 60% have started to control AI spending, companies shifting toward low-cost models and open-source Chinese models

UBS finds: 60% have started to control AI spending, companies shifting toward low-cost models and open-source Chinese models

AI expenditure management is becoming the new battleground for enterprise IT governance. With the widespread adoption of AI Agents and code tools, Token billing has officially entered CFOs' view, and corporate responses are reshaping the beneficiary dynamics of the AI industry chain. According to Windy Trading Desk, the team

Trip.com Q1 2026 net revenue: 16.2 billion; Q2 expected to slow significantly.

Trip.com Q1 2026 net revenue: 16.2 billion; Q2 expected to slow significantly.

``` On June 25th, Trip.com Group released its unaudited financial results for the first quarter of 2026. The financial report shows that Trip.com achieved net revenue of 16.2 billion yuan in the first quarter, an increase of 17% year-on-year; adjusted EBITDA (earnings before interest, taxes, depreciation, and amortization)

Q3 storage price increases exceed expectations; HBM profitability to catch up with general DRAM next year; Nomura repeatedly raises target prices for SK Hynix and Samsung.

Q3 storage price increases exceed expectations; HBM profitability to catch up with general DRAM next year; Nomura repeatedly raises target prices for SK Hynix and Samsung.

Storage chip industry is entering a new phase marked by accelerated price increases and significant profit expansion—Nomura Securities’ latest research report shows that price rises in Q3 will far exceed previous expectations, and the profit gap between HBM and standard DRAM will gradually be bridged around 2027. According to

Huawei's Wang Tao predicts 2030: Hundreds of billions of intelligent agents worldwide will rewrite the communications landscape

Huawei's Wang Tao predicts 2030: Hundreds of billions of intelligent agents worldwide will rewrite the communications landscape

``` Author | Huang Yu If the most important business model innovation in the mobile communications industry over the past twenty years was "traffic management," then in the AI era, operators are now seeking the next growth logic. During the 2026 MWC Shanghai, Huawei Vice Chairman and Rotating Chairman Wang