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AI demand triggers PMIC price surge? Major industry player Titan: Multiple peers have issued price increase notices one after another.

AI demand triggers PMIC price surge? Major industry player Titan: Multiple peers have issued price increase notices one after another.

``` Driven by both the expansion of AI computing power demand and the tightening of mature process supply, a new round of price increases in the Power Management IC (PMIC) industry is accelerating, and the bargaining power of Taiwanese PMIC manufacturers is showing substantial improvement. Zhixin Chairman Wu Jinchuan recently revealed

High costs force a shift—Microsoft considers replacing expensive American AI models with DeepSeek.

High costs force a shift—Microsoft considers replacing expensive American AI models with DeepSeek.

``` Microsoft is considering introducing a fine-tuned version of the Chinese open-source model DeepSeek V4 into its enterprise AI tool Copilot Cowork as a low-cost alternative to OpenAI and Anthropic models. According to Axios, Microsoft is expected to decide and announce its final selection in the coming weeks. This news closely

Government "ban" turns into an "endorsement"? Anthropic's enterprise subscription rate rises to 41%, surpassing OpenAI

Government "ban" turns into an "endorsement"? Anthropic's enterprise subscription rate rises to 41%, surpassing OpenAI

``` The ongoing friction with the Trump administration has not dragged down Anthropic's business performance; instead, it seems to have added a unique halo to its brand. Latest data shows that this AI company is devouring its competitors' enterprise market share at an astonishing pace. On June 16,

17%! Japan's May export growth hits a three-year high, chip exports surge 62%

17%! Japan's May export growth hits a three-year high, chip exports surge 62%

``` Japan's exports rebounded strongly, but hidden concerns lurk beneath the surface prosperity. According to the latest data released by the Japanese government on Wednesday, exports in May increased by 17% year-on-year, marking the fastest growth since November 2022, exceeding economists' expectations from a Reuters survey of 16.

The person who killed the camera is returning to the battlefield.

The person who killed the camera is returning to the battlefield.

Over a decade ago, smartphones used computational photography and mobile Internet to reshape the imaging industry, burying countless compact and consumer cameras. For ordinary users, taking pictures changed from “carrying a camera out” to “pulling out a phone casually.” But as short videos, store reviews, travel vlogs, and voice-over content

The dovish faction within the Federal Reserve collectively turns hawkish; Waller's debut faces a "dilemma."

The dovish faction within the Federal Reserve collectively turns hawkish; Waller's debut faces a "dilemma."

``` Trump chose him to cut interest rates, but not long after he took office, his colleagues began discussing rate hikes. The Wall Street Journal recently published a deep-dive report by veteran journalist Nick Timiraos, just ahead of the first rate-setting meeting chaired by the new Federal Reserve Chairman, Kevin Warsh.

Hedging computing power like hedging crude oil? The world's first AI computing futures contract is about to emerge.

Hedging computing power like hedging crude oil? The world's first AI computing futures contract is about to emerge.

``` Startup company Silicon Data, in partnership with CME Group, is seeking to turn GPU computing power into a tradable standardized commodity, creating the world's first AI computing power futures market. Wallstreetcn reports that on May 12, CME and Silicon Data launched computing power futures, aiming to provide AI