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``` Goldman Sachs believes that Broadcom's better-than-expected performance guidance, improvements in gross margin, key production component lock-in, and the company's latest statements about new custom chip customers are leading the market to re-evaluate its valuation. On March 4, Goldman Sachs analysts James Schneider Ph.D. and others

Generative AI is pushing data center interconnects toward 800Gbps, 1.6Tbps, and even higher bandwidths, while traditional copper cables are reaching their limits in energy consumption, density, and heat dissipation. Micro LED CPO enters the scene with "lower unit energy consumption + higher integration," becoming an important variable for

``` The conflict between the US and Iran has cut off the energy route through the Strait of Hormuz. Suppliers across Asia, from marine fuel to liquefied petroleum gas, are slashing shipments, as a regional energy crisis spreads rapidly. The global oil transport artery, the Strait of Hormuz, has almost come

``` The situation in the Middle East continues to deteriorate, sending shockwaves to the core of the global semiconductor industry chain. South Korea—one of the world’s most important chip manufacturing bases—has sounded the alarm first. On Friday, Kim Young-bae, a lawmaker from South Korea’s ruling Democratic Party,

``` JD Group announced its fourth quarter results, with net revenue meeting market expectations. Pressure on the cost side became evident, leading to a decline in operating profit margin. Core data shows net revenue for the fourth quarter reached 352.28 billion RMB, up 1.5% year-on-year, slightly higher than Bloomberg&

The Outline for the Fifteenth Five-Year Plan (2026-2030) for National Economic and Social Development of the People's Republic of China has been formulated in accordance with the "Recommendations of the Central Committee of the Communist Party of China on Formulating the Fifteenth Five-Year Plan for National Economic

The armed conflict erupting in the Middle East is severely damaging the global fertilizer supply chain, causing deep concerns in the market over a new round of food crisis. QatarEnergy, the state energy company of Qatar, announced on Monday that its facility in Ras Laffan has completely halted production of