AI Cycle Revalidated: Memory Chips Surge
Micron’s stronger-than-expected guidance sparked a rally in memory-chip stocks and lifted U.S. tech shares broadly. The article examines AI-
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Rising AI Costs Drive Apple to Raise MacBook and iPad Prices
Driven by rising memory and storage chip prices from AI data center expansion, Apple has announced higher prices for MacBook and iPad models
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Why Is OpenAI Delaying Its IPO?
OpenAI’s IPO delay reflects a $1 trillion valuation target, listing-timing choices, market volatility, and pressure to commercialize AI. Thi
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Inflation rebounds as Fed rate-hike expectations rise
U.S. core PCE rose 3.4% year over year, reviving inflation pressure. Services inflation and energy prices are now in focus. Fed officials ar
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Galaxy Microelectronics resumes trading with a 20CM limit-up after merger to enter the medium- and high-voltage power semiconductor sector
On the first day of trading resumption after restructuring, Galaxy Microelectronics hit a “20CM” limit-up. It plans to acquire 100% of Hengt
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European air conditioner installation costs soar: up to €1,500 and monthly sales top 10,000
A European heatwave has boosted AC demand, pushing Chinese AC monthly sales above 10,000. But installation is the bigger hurdle: a split AC
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2026 MWC Shanghai Watch: 6G shifts to “how to do it,” and satellite internet scales up while cutting costs
At MWC Shanghai 2026, 6G moved from concept debate to system validation. Integrated sensing and communications, AI-native design, and air-sp
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Hong Kong IPO market rebounds, with tech firms taking the lead
Since the start of the year, Hong Kong IPOs have rebounded sharply, with tech firms becoming the main listing force. A+H structures are expa
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