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TSMC's US factory operating costs have risen sharply, potentially severely impacting its profit margins!
TSMC semiconductors A major reason why manufacturers are setting up factories in the United States is to avoid geopolit...
Tariffs loom large! Goldman Sachs raises its copper price forecast for next year, expecting US importers to continue stockpiling.
Goldman Sachs The company raised its 2026 copper price forecast, citing the continued high risk of U.S. tariffs on copp...
Major memory chip manufacturer SanDisk has significantly increased its NAND flash memory contract prices by as much as 50%.
Several major news items emerged from the chip industry over the weekend! On November 9th, media reported that memory c...
Anthropic's "second largest investor" may be making another move! Google plans to increase its investment.
① Google is in talks with Anthropic about a new round of investment; if the funding is successful, the latter's val...
Black Friday in the US is unlikely to save money; tariffs could increase shopping costs by $40 billion!
The United States will usher in its annual "Black Friday" shopping season on November 28. However, some organ...
What will be the next phase of the AI race? OpenAI calls on the US to increase energy investment: Electricity is the new oil!
Global Artificial Intelligence OpenAI, a leading AI company, said on Monday that the U.S. needs to significantly increa...
U.S. inflation data for September fell across the board, increasing the likelihood of a Federal Reserve rate cut.
① The US September CPI data indicates that inflationary pressures have eased somewhat, but the 3% year-on-year increase...
