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ASE launches its largest expansion ever: six new factories debut this year, with CPO mass production starting simultaneously.

ASE launches its largest expansion ever: six new factories debut this year, with CPO mass production starting simultaneously.

``` The world's largest semiconductor packaging and testing company, ASE Holdings, is advancing the largest capacity expansion in its history. According to media reports on the 10th, the company will begin construction of six new plants globally this year, with capital expenditure originally set at $7 billion and still

Lumentum, the optical module giant: Able to sell out all production capacity for the next three years in just two quarters.

Lumentum, the optical module giant: Able to sell out all production capacity for the next three years in just two quarters.

``` The demand for optical interconnection brought by AI data centers is pushing upstream production capacity to its limits. Lumentum, the global leader in optoelectronic devices, stated that large American tech companies are accelerating their procurement of optical components, and the company may sell out its entire production capacity up to

The fourth set is implemented, with the ChiNext board welcoming another "unprofitable" listing standard.

The fourth set is implemented, with the ChiNext board welcoming another "unprofitable" listing standard.

After countless calls, it finally emerges. On April 10, the China Securities Regulatory Commission (CSRC) officially released the "Opinions on Deepening the Reform of the ChiNext Board and Better Serving the Development of New Quality Productive Forces," marking the official implementation of the fourth set of listing standards

AI Materials on the Attack: Upgrading to M9/M10, Copper-Clad Laminate Moving Toward Higher Performance

AI Materials on the Attack: Upgrading to M9/M10, Copper-Clad Laminate Moving Toward Higher Performance

``` AsAI computing power nodes are comprehensively upgraded from H100 (M7) to GB200 (M8), and continue to advance towards the Rubin platform (M9/M10), copper clad laminates, as the core substrate for “signal transmission” in AI servers, are undergoing a paradigm shift from “traditional cyclical products” to “strategic materials for computing

From fighting together to fighting separately, the differences between the US and Israel are dragging America into a predicament!

From fighting together to fighting separately, the differences between the US and Israel are dragging America into a predicament!

``` Trump announced that the ceasefire with Iran has lasted more than 48 hours, while a diplomatic crisis sparked by deep strategic differences between the US and Israel is quietly taking shape. Israel, exploiting loopholes in the agreement's framework, launched the largest military strike to date against Lebanon, pushing

After HappyHorse, are there more cards to play? Alibaba delivers a "counterattack" on the multimodal battlefield.

After HappyHorse, are there more cards to play? Alibaba delivers a "counterattack" on the multimodal battlefield.

``` A few days ago, a "dark horse" dominated the world’s most influential AI video evaluation platform. In the early morning of April 8, a video generation model codenamed HappyHorse-1.0 suddenly topped the Video Arena leaderboard on Artificial Analysis. It took first place in both text-to-video and

Three Recovery Scenarios for Hormuz: The Ceasefire Agreement Is Unstable, But the Market Has Chosen the Most Optimistic Path?

Three Recovery Scenarios for Hormuz: The Ceasefire Agreement Is Unstable, But the Market Has Chosen the Most Optimistic Path?

The US and Iran announced a two-week ceasefire, and the market immediately bet that the Strait of Hormuz would quickly resume passage. But the data gave a completely different signal—on the day of the ceasefire (April 7) only 7 energy-related vessels crossed the strait, accounting for 15% of pre-war