The Bank of Korea's report indicates the global semiconductor market faces undersupply, with the AI-driven supercycle expected to persist. This contradicts investor fears of a market peak, citing slow supply expansion and custom product demand.
DBS Bank identifies a global AI "arms race" driving a multi-year capex supercycle extending beyond semiconductors into energy, networking, infrastructure, and data centers. The bank anticipates new investment opportunities from AI spending, sovereign AI initiatives, and rising power demand, while advising portfolio adjustments amid geopolitical risks and inflation.
Cinq anciens chercheurs de la Fondation Ethereum ont créé Ethlabs, un laboratoire de R&D indépendant financé par Bitmine, SharpLink et Joe Lubin. L'initiative vise à renforcer la gouvernance technique d'Ethereum, à promouvoir l'ETH comme réserve de valeur et à développer la DeFi, tout en faisant face à la concurrence et aux défis de gouvernance.
Xi'an UniIC, a Chinese DRAM manufacturer, is nearing its public listing in Beijing after completing its IPO tutoring phase. This move follows its rival CXMT's massive listing approval and reflects a broader trend of Chinese memory chipmakers seeking capital to capitalize on the AI-driven global demand for memory products.
Analyst Shang Wu predicts a Bitcoin "supercycle" driven by rising government bond yields, arguing central banks face a choice between currency debasement or debt collapse. He suggests Bitcoin's inflation-resistant nature will attract investors.
Cisco CEO Chuck Robbins cites skyrocketing AI demand for a 'networking supercycle', driving shares up 14% after beating AI infrastructure guidance, lifting forecasts to $9B, and announcing a 5% workforce cut to focus on AI, silicon, and optics.
Bitcoin bottom calls grow as analysts target $180,000–$250,000 within a year, fueling debate over whether BTC has resumed its broader bull cycle.
