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This is the scariest chart I've seen in years
101 finance·2026/01/20 13:42
Zcash: Analyzing why ZEC still risks a price drop toward $301
AMBCrypto·2026/01/20 13:33
XRP Faces Q1 2026 Test as Macro Signals and Market Structure Collide
CoinEdition·2026/01/20 13:24
Tether and Bitqik Launch Nationwide Crypto Education Program
Cryptotale·2026/01/20 13:21
Elon Musk’s X Open-Sources Grok-Powered Algorithm Driving 'For You' Feed
Decrypt·2026/01/20 13:07
EUR/GBP rises as Euro gains on improved sentiment, UK data fuels BoE rate cut bets
101 finance·2026/01/20 13:03
Bitcoin Holds Near $92K as ETF Inflows Offset Global Tensions
Cointribune·2026/01/20 13:00
XRP Battles Market Turmoil, Will Prices Recover?
Cointurk·2026/01/20 12:36
Flash
08:04
Chinese stocks in the US market showed mixed performance before the market opened, Vipshop rose by 4%Glonhui June 30｜Before the US stock market opens, Chinese concept stocks show mixed movements: Vipshop rises by 4%, Pinduoduo increases 0.2%, JD.com remains unchanged, Trip.com falls 0.1%, a certain exchange drops 0.5%, NetEase decreases 0.9%, and BeiGene declines 3%.
08:01
Institutions: AI component capacity constraints and increased production cuts by major manufacturers are expected to extend the mature process wafer foundry price surge effect to 2027Golden Ten Data reported on June 30 that, according to the latest survey by TrendForce, with the continued rise in demand for AI Servers, General Purpose Servers, and Edge AI peripherals, wafer foundry capacity allocation has obviously shifted towards AI-related products, accelerating the transformation of the supply and demand structure for mature process technologies. The 8-inch process has benefited from an increase in AI-related Power orders and production cuts by TSMC and Samsung, resulting in a strong increase in capacity utilization and foundry prices. For the 12-inch mature process, TSMC's production reduction is expected to drive a medium- to long-term order reshuffling; in addition, strong Power IC orders of 55nm and above are leading Taiwan-based foundries to reduce production of High Voltage (HV) processes and orders to flow to mainland China’s supply chain. Factors such as the incremental crowding-out effect of new AI-related applications and raw material inflation are creating an atmosphere of price hikes for 12-inch mature process foundry services, with the price surge expected to extend to 2027.
07:58
Bernstein significantly raises SNDK target price to $3000BlockBeats News, June 30th, Bernstein analyst Mark Newman raised the company's price target for SNDK from $1700 to $3000 and maintained an "Outperform" rating on the stock.
The company noted that the new Long-Term Agreements (LTAs) are different from the old agreements, as the old LTAs were customer-biased, while the new LTAs have fixed or range-bound prices, including prepayment commitments to lock in customers and protect downside risks, with longer terms.
According to the data provided by the company, the company estimates the floor price in SanDisk's recent signed LAs to be 29 cents per GB, significantly lower than Micron's floor price in the second quarter, the analyst said in a research report to investors.
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