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Hon Hai's Q1 revenue increased by 29.68% year-on-year, reaching a record high for the same period in history.

Hon Hai's Q1 revenue increased by 29.68% year-on-year, reaching a record high for the same period in history.

``` Hon Hai announced that its revenue for March 2026 was NT$803.7 billion, a monthly increase of 34.90% and an annual increase of 45.57% (in USD terms, the monthly increase was about 34.1% and the annual increase was about 51.5%), marking the highest for the

AI demand continues to provide support; after doubling in Q1, Samsung's DRAM prices rise another 30% in Q2.

AI demand continues to provide support; after doubling in Q1, Samsung's DRAM prices rise another 30% in Q2.

``` Samsung Electronics has significantly increased DRAM prices for two consecutive quarters, reflecting the profound reshaping of the memory chip market driven by the AI infrastructure investment boom. According to Korea’s "Electronic News," Samsung Electronics has completed negotiations and signed supply contracts with major clients for second-quarter DRAM

"SemiAnalysis, the 'influencer chip research platform,' is being sued by its 'former core employee': accused of pushing 'major non-public information' to clients and inserting 'CEO's personal agenda.'"

"SemiAnalysis, the 'influencer chip research platform,' is being sued by its 'former core employee': accused of pushing 'major non-public information' to clients and inserting 'CEO's personal agenda.'"

``` SemiAnalysis, a rapidly rising star in the field of AI infrastructure analysis, is now deeply embroiled in a two-way lawsuit—former employees accuse the company of feeding material non-public information (MNPI) into analytic models sold to clients in the financial and semiconductor industries, and of conflating CEO Dylan Patel’s

Iraq granted exemption; French and Japanese vessels pass one after another, Hormuz traffic reaches highest level since the war.

Iraq granted exemption; French and Japanese vessels pass one after another, Hormuz traffic reaches highest level since the war.

``` The blockade of the Strait of Hormuz has shown clear signs of easing. Iran announced that it will grant Iraq a transit exemption; a French container ship and a Japanese liquefied petroleum gas carrier have successfully crossed the strait in succession. As of Friday, the seven-day rolling average of vessel

"The 'all-industry stampede crisis' of U.S. private credit funds: If redemption is impossible, what should the 'net asset value' actually be?"

"The 'all-industry stampede crisis' of U.S. private credit funds: If redemption is impossible, what should the 'net asset value' actually be?"

``` Redemption waves are creating a chain reaction in the U.S. private credit fund industry, and a trust crisis over the authenticity of asset valuations is surfacing. According to The Wall Street Journal, the flagship private credit fund of Cliffwater has recently faced large-scale redemption requests, while the fund simultaneously

Next week's highlights: Trump issues another "final ultimatum," China-US inflation data, Samsung and Tianfu Communication earnings.

Next week's highlights: Trump issues another "final ultimatum," China-US inflation data, Samsung and Tianfu Communication earnings.

04/06 - 04/12 Major Financial Events of the Week, all times are Beijing Time: Core market themes for next week: Macroeconomics: Focus on inflation and monetary policy in China and the US. Bolstered by rising energy prices due to the Iran situation, US March CPI month-on-month may hit

Since Wednesday, he has been "out of the public eye"! Trump is unusually low-key, working nonstop over the weekend and not even going to Mar-a-Lago.

Since Wednesday, he has been "out of the public eye"! Trump is unusually low-key, working nonstop over the weekend and not even going to Mar-a-Lago.

``` As the 48-hour ultimatum to Iran approaches and the whereabouts of a U.S. military pilot remain unknown at a critical juncture, Trump has unusually kept a low profile, neither appearing publicly nor traveling to Mar-a-Lago for the weekend as usual, attracting widespread attention. According to Xinhua, U.S. President