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2026-04-13
Following the two-week ceasefire agreement between the US and Iran and the decision to hold peace talks, the market turned optimistic. Expectations that the Strait of Hormuz might reopen became the main driver for a sharp drop in oil prices. However, the negotiations broke down due to a lack of consensus, raising the risk of further conflict escalation. Under the multiple constraints of blocked shipping, damaged infrastructure, and ongoing military activities, the price center of gravity will likely remain higher than pre-war levels. The latest EIA outlook explicitly points out that shipping disruptions caused by the Middle East conflict have forced regional oil producers to shut in wells and accumulate inventory. The scale of actual supply disruptions remains as high as millions of barrels per day. Consequently, the EIA has downgraded supply and demand growth rates while significantly upgrading its oil price forecasts.
# Financial Products
# Investment Analysis
# fiisual lab
2026-04-08
The optical communications industry is shifting from traditional telecom cycles to structural growth driven by AI data center demand. As AI clusters expand and high-performance computing requirements increase, key technologies such as 800G and 1.6T optical transceivers, silicon photonics, and co-packaged optics (CPO) are accelerating adoption, driving upgrades across the entire industry chain. With capital expenditures continuing to rise, optical communications is becoming a core pillar of AI infrastructure, though supply bottlenecks and geopolitical risks remain key factors to watch.
# Stocks
# USA
# Taiwan
# Manufacturing Industry
2026-04-02
Driven by demand for AI, cloud computing, and high-performance computing, the U.S. semiconductor industry is entering a new growth cycle. This article provides a comprehensive breakdown of the global market size, industry value chain, and key segments—including IP/EDA, IC design, equipment, and foundries—while incorporating the 2026 outlook and potential risks to help investors understand core industry trends and investment logic.
2026-03-30
Short-term oil price fluctuations are driven by shipping risks in the Strait of Hormuz and expectations of US-Iran conflict. However, looking at supply and demand fundamentals, continuous larger-than-expected US crude oil inventory builds, high production levels, and increased refined product supply brought by recovering refinery utilization rates all indicate that there is no structural shortage in the physical market. At the same time, the destocking of gasoline reflects seasonal adjustments rather than a significant expansion of domestic demand, further reinforcing the divergence of strong prices against weak fundamentals.
2026-03-25
At GTC 2026, NVIDIA presented a comprehensive blueprint for its transformation from a GPU supplier into an AI factory platform provider. Centered around the Vera Rubin system, the company integrates CUDA-X, its ecosystem, and the AI Factory architecture, while highlighting the growing importance of token economics and agentic AI in the inference era. As demand rises across data processing, inference architectures, and enterprise AI deployment, NVIDIA is expanding further through heterogeneous computing, the open-model Nemotron family, and the Omniverse simulation platform. The company is also extending its reach into physical AI and regional AI markets, outlining the future direction of AI infrastructure and industry development.
2026-03-23
As the industry advances toward the 2nm process node, WMCM has emerged as a key focus in advanced packaging. This article explores WMCM’s core technology principles, process architecture, and its differences compared with InFO and CoWoS. It also analyzes its advantages and limitations in high-density RDL, thermal performance, cost, and integration flexibility, and highlights key Taiwanese beneficiaries in the materials and equipment supply chain.
# Editor's Pick
2026-03-16
Over the past two weeks, the crude oil market has been driven by supply disruptions stemming from the US-Iran conflict, pushing oil prices higher. The three major energy agencies generally agree that the Middle East conflict and shipping disruptions in the Strait of Hormuz will create significant supply pressure, yet their supply and demand expectations diverge. OPEC maintains its supply and demand growth forecasts unchanged, the IEA has simultaneously made sharp downward revisions to both demand and supply growth rates, while the EIA expects Brent crude to remain above $95/barrel over the next two months. Crude oil inventories continue to accumulate, but refined product drawdowns have been better than expected, indicating that end-user demand still possesses a degree of resilience. However, the importance of crude inventory data will drop significantly in the short term, and the market will not price it in heavily.
2026-03-12
The Regional Comprehensive Economic Partnership (RCEP) is a regional integration framework led by ASEAN and is currently the largest free trade agreement in the world in terms of economic scale and population coverage. This article briefly introduces the member composition of RCEP and outlines its core framework, which covers areas such as trade in goods, trade in services and investment, and e-commerce. It also discusses the potential future developments of RCEP and the possible future impact on Taiwan.
# China
# Japan
# Southeast Asia
# India
2026-02-26
As Moore’s Law approaches its physical limits, the bottleneck in chip scaling is no longer confined to transistors—it increasingly lies in power delivery. Traditional front-side power delivery networks (FSPDN) ultimately constraining performance and power efficiency.To sustain progress in advanced process nodes, TSMC, Intel, and Samsung have each moved forward with backside power delivery network (BSPDN) technologies. This article analyzes the fundamentals of backside power delivery, introduces TSMC’s Super Power Rail (SPR), and compares it with Intel’s PowerVia and Samsung’s BSPDN solutions. It further explores two critical steps in implementing backside power delivery—wafer thinning and reclaimed wafers—and examines how these technological shifts could reshape the market and supply chain.
2026-02-10
Building on the AI-driven bull run in technology stocks in 2025, U.S. equities entered early 2026 amid record-high sentiment, even as doubts began to surface over the efficiency of capital spending by major tech companies. Alphabet, Microsoft, Meta, and Amazon have sharply expanded AI-related CapEx. Despite strong revenue and earnings performance, the market is no longer willing to buy into the growth narrative alone. At the same time, rapid progress by Anthropic and AI agents is reshaping the valuation framework of the SaaS software industry. This article examines how AI capital expenditure, cash flow pressure, and breakthroughs at the application layer are collectively influencing the valuation direction of U.S. technology stocks in early 2026.
# Service Industry
# Fundamental Analysis
