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Technology / Semiconductor / Moore's Law

Competition Dynamics of Semiconductor Technology Roadmaps in the Post-Moore Era

Observing the commercialization progress of IBM's vertical stacking technology and other advanced process routes, and comparing the advantages/disadvantages of different technology routes and changes in industrial acceptance.

πŸ‘₯ 4.4δΈ‡ following πŸ‘€ 7.9δΈ‡ views # 7f2o
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Energy / Crude Oil / Price

Brent crude oil price dynamics in the second half of 2026

Evaluate the fluctuation trend of Brent crude oil price and track changes in price range based on OPEC+ production cut implementation, global demand changes and geopolitical conflicts.

πŸ‘₯ 4.1δΈ‡ following πŸ‘€ 8.4δΈ‡ views # u6Ka
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Tech / Semiconductor / IBM

Progress Dynamics of IBM's Sub-nanometer Process Chip Industrialization

Follow up on the disclosure of technical details of IBM's 0.7nm process chip, and observe the progress of yield improvement, cost control and changes in the industrialization timetable.

πŸ‘₯ 4δΈ‡ following πŸ‘€ 11.8δΈ‡ views # zpHw
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Artificial Intelligence / Domestic Computing Power / Global Orders

Global orders and production capacity dynamics of Huawei Ascend 950

Follow up on the implementation of orders in overseas markets including Russia, South Korea and Malaysia, and pay attention to changes in production scheduling of domestic complete machine supply chains, data center occupancy rate and production capacity ramp-up rhythm.

πŸ‘₯ 0 following πŸ‘€ 1 views # Phzq
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Artificial Intelligence / Huawei / Domestic Computing Power

Dynamic Updates on the On-Site Launch of Huawei Ascend 950 Super Node at WAIC

Follow up on product specifications, announced technical details, the progress of overseas order fulfillment, and industrial cooperation developments surrounding the Huawei Ascend 950 on-site launch conference at WAIC 2026.

πŸ‘₯ 0 following πŸ‘€ 1 views # WOif
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Samsung / DRAM / Memory Chip

Implementation of Samsung's DRAM price increase in the third quarter

Follow Samsung's internal notification on the third-quarter DRAM price hike plan, track the actual implementation range, market reaction and price trend changes.

πŸ‘₯ 4.9δΈ‡ following πŸ‘€ 11.5δΈ‡ views # BYCA
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Chinese Home Appliances / European Market / Air Conditioner Sales

Sales and replenishment dynamics of Chinese air conditioners in the European market

Follow up on the shipment volume, channel replenishment, market demand changes and manufacturer capacity arrangement dynamics of Chinese portable air conditioners under the extreme high temperature in Europe.

πŸ‘₯ 4.8δΈ‡ following πŸ‘€ 10.8δΈ‡ views # uFPn
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Robot Export / China / Intelligent Manufacturing

Dynamics of changes in China's robot export scale

Track changes in annual robot export value, demand from major markets and market share against the backdrop of export growth in the first five months.

πŸ‘₯ 4.7δΈ‡ following πŸ‘€ 7.9δΈ‡ views # fRi3
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Innovative Drug / Gene Therapy / China NMPA

Progress of rapid review of cell and gene therapy medicines in China

Follow up on changes in the approval progress of eligible cell and gene therapy medicines after the drug regulatory authority opened the rapid review channel for innovative drugs.

πŸ‘₯ 4.7δΈ‡ following πŸ‘€ 7.7δΈ‡ views # ruOG
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Raw Sugar / Bulk Commodities / Global

Dynamics of global raw sugar price trends

Combined with the impact of El NiΓ±o on production in major producing countries and changes in oil prices, we continuously track the global raw sugar supply and demand pattern and price fluctuations.

πŸ‘₯ 4.6δΈ‡ following πŸ‘€ 6.9δΈ‡ views # uypt
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AI Regulation / China / Anthropomorphic Service

Implementation status of the Interim Measures for the Administration of Artificial Intelligence Anthropomorphic Interactive Services

Follow up on the official implementation of the measures on July 15, and observe regulatory enforcement, cleanup of non-compliant content and changes in industry compliance.

πŸ‘₯ 4.5δΈ‡ following πŸ‘€ 10.8δΈ‡ views # gY8k
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MLCC / Electronic Components / Price

Global MLCC spot price trend

Follow the price increase rhythm of MLCC spot from Murata and other manufacturers, observe the price increase, supply tightness and market trend changes of different models.

πŸ‘₯ 4.4δΈ‡ following πŸ‘€ 8.3δΈ‡ views # yMiS