Yangtze Memory Technologies Holding has completed its IPO counseling filing, as the two leading domestic integrated device manufacturer (IDM) memory companies 'rush' toward capital markets.

① Yangtze Memory Technologies Corp. (YMTC), a domestic integrated device manufacturer (IDM) in the memory sector, has completed its IPO tutoring filing through its parent company; ② Since last year, YMTC Group has been actively engaged in capital market activities; ③ Changxin Technology updated its prospectus last week and relaunched its IPO, drawing significant market attention.

cls.cn10:11

Express News | Li Qiang emphasized during his research in Beijing to promote the deep integration of artificial intelligence and advanced manufacturing, and accelerate the cultivation of new drivers and advantages for economic development.

BreakingsMay 18 21:06

Shanghai FourSemi Sets 2025 AGM to Approve Results, Profit Plan and Share Buyback Mandate

TipRanksMay 14 18:06

AI concept stocks in the Hong Kong stock market performed strongly, with Alibaba's share price surging after its earnings release. 'Not a single card is empty!' Major tech companies are further accelerating their AI capital expenditures. Tencent and Aliba

①Tencent's capital expenditure in the first quarter was RMB 31.94 billion, a year-on-year increase of 16%; ②Wu Yongming stated that Alibaba’s substantial investment in AI data centers has a very certain return on investment; ③Huaxi Securities pointed out that the market pricing focus has shifted from单纯的capital expenditure expansion to a phase where order certainty, profit realization, cash flow pressure, and return on investment are becoming more sensitive factors.

cls.cnMay 14 09:19

Morgan Stanley 2026 Semiconductor Report: Buy Packaging, Buy Testing, Buy Chinese Chips, Avoid Traditional Tracks

Source: Morgan Stanley Greater China Semiconductors Research Report Date: May 8, 2026 I. Core Contradiction Global AI capital expenditure is expanding beyond expectations, but computing power supply is evolving from "NVIDIA monopolizing everything" to a three-track parallel model of "GPU + ASIC + locally-produced Chinese chips." The core issue is no longer whether demand is sufficient, but who can capture market share in this expansion phase and how quickly non-AI semiconductors will be marginalized during this process. II. Core Conclusions (By Trading

PANewsMay 12 14:17

Goldman Sachs: To determine whether there is a bubble in AI, one must first consider how many years GPUs will remain usable.

Regarding whether this wave of AI enthusiasm is a bubble or not, there has been incessant debate over the past two years. However, before repeatedly discussing 'whether this money is being well spent,' we seem to have tacitly accepted a premise: that this amount of money is a roughly fixed figure. However, a recent report by Goldman Sachs suggests that this premise may not hold true. Recently, Goldman Sachs Global Research released a report titled 'Tracking Trillions,' using NVIDIA's forward-looking data center revenue as an anchor point to estimate global AI infrastructure cumulative investments from 2026 to 2031.

DeepTechMay 11 13:42