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2026-06-17
As demand for AI servers continues to surge, passive components have evolved from supporting components into a key area of market focus. From MLCCs and resistors to power inductors, these fundamental electronic components play a critical role in ensuring the stable operation of AI servers, GPUs, and high-speed data transmission systems. This article explores the major categories of passive components, their functions, and industry trends, while examining how the AI boom is creating opportunities for specification upgrades and long-term structural growth across the passive components industry.
# Manufacturing Industry
# Stocks
2026-06-14
The Trump administration is shifting toward Section 301 as the foundation for a new long-term tariff framework. The Office of the United States Trade Representative (USTR) has proposed additional tariffs ranging from 10% to 12.5% on 60 economies, covering most goods imported into the United States, while maintaining exemptions for semiconductors, energy products, medical goods, and critical minerals. This article summarizes the latest developments regarding the proposed Section 301 tariffs, the scope of exempt products, and the potential implications for Taiwan, China, Vietnam, Japan, and global supply chains. It also examines the future direction of Trump's tariff policy and the challenges businesses may face.
# USA
# Taiwan
# China
2026-06-09
As AI models continue to grow in scale, the competitive focus of data centers is shifting from GPU computing power to high-speed connectivity. At Computex 2026, Marvell highlighted that AI infrastructure is gradually entering the era of the “connectivity bottleneck,” where technologies such as optical interconnects, Co-Packaged Optics (CPO), silicon photonics, and high-speed SerDes will become critical enablers of future growth. This article summarizes Marvell’s perspective on the evolution of AI data center architectures and how optical connectivity is expected to drive the next wave of AI infrastructure innovation.
2026-06-08
From late May to early June, international oil prices fluctuated drastically amid the alternating tug-of-war between US-Iran diplomatic negotiations and military conflicts. On one hand, the market fell sharply due to expectations of progress in ceasefire talks; on the other hand, it briefly rebounded due to regional military escalation, presenting a highly uncertain overall trend. However, setting aside geopolitical noise and observing from the physical side, the structural tightness on the supply end remains unchanged, driven by the continued rapid destocking of US crude inventories, refinery utilization rates rising to high levels, robust export demand, and the difficulty of new capacity to immediately fill the gap. The short-term pullback in oil prices reflects more of a phased correction of the war risk premium rather than a fundamental weakening of the fundamentals. Against the backdrop of unresolved core differences between the US and Iran, and the fragile balance in the Middle East, the high-volatility environment for oil prices will continue.
# Financial Products
# Investment Analysis
# fiisual lab
2026-06-02
NVIDIA GTC 2026 showcased a pivotal transition in the AI industry from Generative AI to Agentic AI. From the Vera Rubin platform and DSX AI Factory to the Agent Toolkit and Physical AI ecosystem, NVIDIA is accelerating the development of a comprehensive AI infrastructure spanning data centers, enterprise applications, personal computers, and robotics, offering a glimpse into the next wave of growth in AI computing and the semiconductor industry.
This article summarizes the key takeaways from the Technology Symposium, analyzes future trends in advanced process technologies, packaging innovations (CoWoS, SoIC, and SoW), and the AI supply chain, and explores the long-term growth drivers of the semiconductor industry. TSMC continues to drive improvements in AI chip performance and innovation in system integration.
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.
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.
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.
