US Market Barometer
A deep breakdown of supply and demand cycles for US tech giants and Asia's semiconductor, AI compute, and new energy vehicle supply chains, tracking overseas orders and raw-material price shifts to interpret global institutions' medium- and long-term views on sector momentum.
The Rise of the Nasdaq Giant: Historical Trends and Current Implications for US Stock Market Direction
The trend of the seven giants (Apple, Microsoft, Alphabet, Amazon, Nvidia, Meta, Tesla) has become a core indicator of t...
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AI Computing Power Structural Turning Point: Inference Chip Demand Explodes in H2 2026, New Opportunities in Asian Semiconductor Equipment Chain
In the second half of 2026, AI computing power demand will undergo a structural shift, tilting from training to inferenc...
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AI computing power demand structural inflection point: US tech giants shift capital expenditure to inference end in H2 2026, Asian semiconductor supply chain awaits value revaluation
In the second half of 2026, the AI industry will undergo a key structural shift—compute demand will accelerate its migra...
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AI Computing Power Demand Undergoes Structural Transformation: New Global Semiconductor Supply Chain Landscape in H2 2026
This report provides an in-depth analysis of the structural transformation in global AI computing power demand in H2 202...
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AI Computing Demand Undergoes Structural Transformation: New Global Semiconductor Supply Chain Landscape in Second Half of 2026
In-depth analysis of the structural transformation of AI computing demand in the second half of 2026 and its impact on t...
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AI Computing Power Demand Faces Structural Transformation: New Global Semiconductor Supply Chain Landscape in H2 2026
In-depth analysis of the structural changes in global AI computing power demand in H2 2026, exploring strategic shifts b...
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US Market Night Watch Log | AI Computing Power Demand Reaches Structural Turning Point: Cloud Giants Shift Capital Expenditures to Inference, Asia-Pacific Semiconductor Equipment Chain Faces Value Reassessment
As AI models shift massively from the training phase to the inference phase, US cloud giants are experiencing a structur...
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Storage Giant's Earnings Explode but Stock Price Crashes 13%: Semiconductor Sector Deep V Divergence, AI Computing Chain Faces Multi-Battle
On the morning of August 7, 2026, US major indices collectively closed lower, with storage chip stocks becoming the hard...
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NVIDIA Blackwell Ultra Mass Production Triggers AI Arms Race: TSMC 3nm Capacity Full, HBM Demand Surges, Asian Supply Chain Sees Structural Opportunities
NVIDIA's Blackwell Ultra GPU has been advanced to mass production in Q3 2026, driving TSMC's 3nm process capacity to ful...
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Japan-Korea Semiconductor Giants Scramble for AI Computing Orders: Advanced Packaging Capacity Sold Out Through 2027, Structural Opportunities Emerge for Asian Equipment Supply Chain
As NVIDIA Blackwell Ultra and AMD MI400 series mass production accelerates, a global scarcity crisis erupts in advanced ...
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