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TSMC's packaging monopoly quietly loosens: SK Hynix teams up with Intel to test EMIB technology, AI chip supply chain may see major changes

TSMC's packaging monopoly quietly loosens: SK Hynix teams up with Intel to test EMIB technology, AI chip supply chain may see major changes

``` The structural tension in the AI chip packaging supply chain is driving the emergence of new technological cooperation models. According to reports, as TSMC’s CoWoS packaging capacity continues to be in urgent demand, South Korean memory giant SK Hynix has turned to Intel, with the two sides developing R&

Circle Q1 revenue rose 20% year-on-year to $694 million, net profit decreased 15% year-on-year, USDC circulation increased 28% year-on-year｜Earnings Report Highlights

Circle Q1 revenue rose 20% year-on-year to $694 million, net profit decreased 15% year-on-year, USDC circulation increased 28% year-on-year｜Earnings Report Highlights

Stablecoin issuer Circle achieved revenue growth in the first quarter of 2026, but net profit declined. On May 11, Circle’s financial report showed that total revenue and reserve income for Q1 2026 were $694 million, up 20% year-over-year; however, net profit from continuing operations was $55 million, down 15%

Is TSMC still the biggest winner in the second half of the AI era?

Is TSMC still the biggest winner in the second half of the AI era?

``` As tech giants scramble to buy AI chips and global advanced manufacturing capacity becomes increasingly tight, TSMC’s core beneficiary status in this arms race is becoming more solid—while its stock price valuation remains inexpensive. Microsoft, Meta, Alphabet, and Amazon have a combined capital expenditure plan of up to

Former Mercedes executive parachutes into Volvo

Former Mercedes executive parachutes into Volvo

``` Author | Zhou Zhiyu In the first half of 2026, multinational luxury brands are experiencing the most intensive wave of management changes in China in the past decade. From the China CEOs of Mercedes-Benz and BMW to the CEO of the Audi-SAIC cooperation project, there have all been personnel adjustments recently.

DigiwinSoft goes public in Hong Kong for the second time, but Foxconn has already cashed out over 300 million.

DigiwinSoft goes public in Hong Kong for the second time, but Foxconn has already cashed out over 300 million.

``` Author | Huang Yu Amid the wave of AI reshaping various industries, the veteran player in manufacturing digital solutions—Dingjie Digital Intelligence (300378.SZ) has officially launched its plan for an IPO in Hong Kong. On May 10, Dingjie Digital Intelligence formally submitted its listing application to the main board of

9-fold surge, net profit surpasses Samsung — How did SK Hynix go from “near bankruptcy” to becoming the world’s most profitable chip company?

9-fold surge, net profit surpasses Samsung — How did SK Hynix go from “near bankruptcy” to becoming the world’s most profitable chip company?

2008 end, Germany’s Qimonda declared bankruptcy. That was the world’s second-largest DRAM manufacturer, and it collapsed in less than one quarter. When the news came out, the whole industry was asking who would be next. Analysts started listing names; Hynix appeared frequently— that year, it had a net

Goldman Sachs delays Fed rate cut expectation to December ahead of Waller's debut

Goldman Sachs delays Fed rate cut expectation to December ahead of Waller's debut

The Powell era ends, and the specter of inflation forces Wall Street to reassess the Fed’s rate-cut path. Federal Reserve Chair nominee Kevin Warsh is expected to be confirmed by the Senate on Monday and officially take over from Powell on May 15. However, he faces no easy start: