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2026-05-25
Over the past two weeks, the international crude oil market has continued to revolve around the progress of US-Iran negotiations, the status of passage through the Strait of Hormuz, and the rapid depletion of global inventories. Although the market has pulled back multiple times due to news of ceasefire extensions, partial reopenings of the Strait, and diplomatic negotiations, the risk of supply disruption has not been truly resolved, causing overall oil prices to remain volatile at high levels. Meanwhile, the latest monthly reports from three major agencies show that against the backdrop of blocked Middle East supplies, continuous inventory declines, and demand adjustments, the EIA and IEA lean toward a conservative view on tight supply and suppressed demand, whereas OPEC remains relatively optimistic about demand resilience and supply adjustments. The latest US inventory data also reflects tight fundamentals characterized by continuous crude and gasoline destocking, high exports, and high refinery run rates, indicating that the market relies heavily on the US supply buffer.
# Financial Products
# Investment Analysis
# fiisual lab
2026-05-11
Although the market experienced a rapid correction due to the US-Iran peace talks, ceasefire news, and expectations of shipping resumption, overall oil prices continue to fluctuate near high levels, reflecting the market's high sensitivity to supply disruption risks. Looking at the price trends over the past two weeks, international oil prices have pulled back from their highs, but intraday volatility has been extreme. Market sentiment continues to be repeatedly driven by military conflicts, diplomatic negotiations, and the transit situation in the Strait of Hormuz. At the same time, the latest US EIA data also shows that the global supply gap is rapidly reflecting in the physical market. US crude oil, gasoline, and distillate inventories have seen continuous and significant declines, export demand has noticeably heated up, and global oil inventories are rapidly depleting at a historically rare pace.
2026-05-07
As a core driver behind the RISC-V instruction set, SiFive is rapidly emerging in the AI and data center markets, supported by its open architecture and high degree of customization. This article examines its business model and product strategy, highlighting its positioning in high-performance computing, edge AI, and automotive markets. It also explores the strategic rationale behind NVIDIA’s investment, including efforts to diversify beyond Arm and strengthen AI infrastructure integration. As the RISC-V ecosystem continues to expand, SiFive is increasingly becoming a critical player in the post-Arm era.
# Stocks
# USA
# Manufacturing Industry
2026-05-05
As AI chip power consumption rises rapidly, GPU server cooling technology is shifting from traditional air cooling to direct liquid cooling, and further evolving toward Micro Channel Cold Plate (MCCP) and Micro Channel Lid (MCL) architectures. This article explains the technical limits of air cooling, liquid-to-air, and liquid-to-liquid cooling, while exploring how MCCP improves heat exchange efficiency and how MCL breaks through the TIM2 bottleneck by shortening the thermal transfer path. The article also discusses opportunities across the thermal management supply chain and the competitive advantages of key beneficiaries.
# Taiwan
2026-04-27
Recent severe fluctuations in the international crude oil market, driven by geopolitical conflicts, have focused primarily on the risk of a blockade in the Strait of Hormuz and changes in supply shocks and risk premiums triggered by the progress of US-Iran negotiations. International oil prices surged due to the breakdown of US-Iran talks, the US naval blockade on Iranian ports, and the dual blockade of the Strait of Hormuz. Although oil prices experienced sharp short-term volatility due to ceasefire expectations and negotiation news, the overall range remains at elevated levels. On the other hand, the IEA and OPEC show clear divergence in their supply and demand outlooks: the former significantly downgraded demand and emphasized the risk of supply chain damage, while the latter maintained robust supply and demand growth expectations. In terms of inventories, the US inventory structure and refining activities also showed a divergent trend of "crude oil inventory builds, with consecutive significant draws in SPR and refined products," further supporting crack spreads and refining margins.
2026-04-20
In investment decision-making, relying solely on stock price movements is insufficient to accurately assess a company’s value. A more rational foundation can be established through systematic valuation methods. This article begins with the concept of intrinsic value, explaining the differences between book value and enterprise value, and illustrates how financial models integrate industry analysis, business models, and assumption building to derive a fair stock price. It also outlines common valuation approaches and their applications, helping investors build a comprehensive valuation framework and improve their ability to identify undervalued or overvalued stocks.
# Beginners Guide
# Investment
# Fundamental Analysis
2026-04-16
As the importance of cooling systems has increased significantly, chip-level cooling emerging has also become a critical technology. This article focuses on advancements in TIM 2 materials and the development of gold-plated cold plates, explaining how the introduction of indium improves thermal efficiency while also creating chemical reaction challenges. Amid the trend, Taiwanese companies—such as Superior Plating Technology (8431.TW) —are well-positioned to enter the supply chain and capture new opportunities driven by AI server cooling upgrades.
2026-04-14
Grab’s $600 million acquisition of foodpanda’s Taiwan business has become one of the most closely watched deals in the food delivery sector in recent years. The transaction not only reflects Delivery Hero’s strategic asset restructuring under capital pressure, but also marks Grab’s official expansion beyond Southeast Asia into East Asia. As the market structure is set to evolve, Taiwan’s delivery industry may shift from a duopoly toward competition between diversified ecosystems, with the competitive focus moving away from price subsidies to platform integration, user experience, and long-term profitability.
# Southeast Asia
# Service Industry
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.
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.
