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``` Capacitor giant Nichicon implements comprehensive price increases; AI server demand triggers shortage of aluminum electrolytic capacitors. ```

``` Capacitor giant Nichicon implements comprehensive price increases; AI server demand triggers shortage of aluminum electrolytic capacitors. ```

``` The global aluminum electrolytic capacitor supply chain is facing a dual impact from demand and cost. Earlier this week, Nichicon, the leading Japanese manufacturer of aluminum electrolytic capacitors, announced a comprehensive price increase across all its aluminum electrolytic capacitor products. The price increase reportedly expanded from the previous 9%-12%
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Goldman Sachs In-depth Analysis of the "Postmodern" Investment Landscape: The Era of Winning by Valuation Expansion Is Over, Capital Expenditure Supercycle Quietly Arrives

Goldman Sachs In-depth Analysis of the "Postmodern" Investment Landscape: The Era of Winning by Valuation Expansion Is Over, Capital Expenditure Supercycle Quietly Arrives

The global investment paradigm is undergoing a profound structural transformation. According to Chasing Wind Trading Desk, Goldman Sachs pointed out in its latest global strategy report that the “modern” supercycle characterized by low inflation, low interest rates, and globalization has become history, and a “postmodern” cycle marked by higher macro
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