In-depth Industry Reports
Singapore Semiconductor View: Steel Demand Slowing, Asia Support
Singapore semiconductor watch: Global steel demand growth forecast cut to 0.3%, but Asia demand remains resilient. Chen Shenghui analyzes supply chain, costs, tariff impacts, and m
June 26, 2026SpaceX IPO Ignites Retail Investor Frenzy
SpaceX's Nasdaq debut quickly ignited a global retail frenzy, with net fund inflows in the first three trading days exce
June 18, 2026
AI Chip Price Hikes Pressure Apple, Plans to Raise Product Prices
The surge in AI computing demand is driving up memory and storage chip prices, with cost pressure transmitting from the
June 18, 2026
Structural Concerns Behind South Korea's ICT Export Surge
S. Korea's ICT exports hit new highs driven by semiconductor and AI demand, but the boom also reveals risks of deepening
June 18, 2026
AI Computing Power Upgrades Capacitor Demand
The rapid development of AI computing is pushing up server power consumption, driving demand upgrades for key components
June 18, 2026
Japan and South Korea Stock Markets Hit New Highs, AI Chips Heat Up Again
The easing of US-Iran tensions boosted risk appetite, coupled with continued AI demand heating up, Japan and S. Korea st
June 18, 2026
AI Boom Lifts Property Prices in Dongtan, South Korea
The surge in AI demand has driven a recovery in S. Korea's semiconductor industry. Employees of Samsung Electronics and
June 18, 2026
New Logic for Foreign Capital Revaluing Chinese Assets
At the 2026 Lujiazui Forum, foreign institutions reassessed Chinese assets, focusing on long-term themes such as AI, ene
June 18, 2026
Deutsche Bank raises Micron target to $1,500
Deutsche Bank raised its target price for Micron Technology from $1,000 to $1,500 and maintained a Buy rating. With AI s
June 18, 2026
EU Rebuts Apple's Siri AI Delay Claims
The European Commission rebuts Apple's claim that the Siri AI upgrade delay is due to the Digital Markets Act, stating t
June 15, 2026
