Industry Chain Technology
Behind Singapore PMI's Eight-Year High: How the AI Semiconductor Supercycle is Rewriting Chip Investment Logic
SIPMM data shows that Singapore's manufacturing PMI rose to 51.4 and the electronics PMI rose to 52.4 in July, both reaching new highs since 2018. The AI-driven semiconductor super
August 6, 2026Can Chip Stocks Still Be Chased? Three Certain Anchors for Semiconductor Investment in H2 2026
Halfway through 2026, the global semiconductor market has hit new highs driven by AI, but sharp divergence has emerged w
August 5, 2026
RISC-V ecosystem accelerating maturity: new blue ocean for chip design IP, investment logic shifts to open-source architecture
With breakthroughs in RISC-V high-performance processor IP and ecosystem maturation, open-source chip architecture is be
July 30, 2026
Micron Invests $5 Billion in Singapore Fab: New Logic of Semiconductor Investment—Betting on Southeast Asia Supply Chain Resilience
Micron Technology announced a $5 billion investment in Singapore to build an advanced memory wafer fab. This move not on
July 29, 2026
Semiconductor sector rallies; why chip investment thesis remains robust?
On July 28, 2026, the semiconductor sector again became market focus as multiple chip giants reported better-than-expect
July 28, 2026
AI Chip Demand Triggers Semiconductor Equipment Investment Wave: Why Now Is the Key Moment to Position in Chip Sector?
SEMI's latest report shows global semiconductor equipment capex is expected to exceed $200 billion in 2027, driven by AI
July 27, 2026
Besi Semiconductor's Hybrid Bonding Technology Faces Delay Challenges
Besi, a Dutch semiconductor equipment giant, saw some core customers delay adoption of its hybrid bonding technology, ca
July 15, 2026
AI demand explodes, MLCC supply chain cycle up
Accelerated demand from AI servers, new energy vehicles and high-end consumer electronics drives MLCC volume and price u
June 18, 2026
Chinese Entertainment Brand Expansion: Bai Jingting's GOODBAI Store Opening and Collaboration Business Strategy
Focusing on Chinese entertainment brand expansion: Bai Jingting's GOODBAI Yanqing Road flagship store, launching GOODEES
July 2, 2026
