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Caitong Securities said in a research note that multi-layer ceramic capacitors (MLCC) are shifting from consumer-electronics cyclicals to hard‑tech growth driven by AI compute and automotive electronics. With demand-side restructuring, rigid constrai

2026-06-04

Caitong Securities said in a research note that multi-layer ceramic capacitors (MLCC) are shifting from consumer-electronics cyclicals to hard‑tech growth driven by AI compute and automotive electronics. With demand-side restructuring, rigid constraints on high‑end supply and a K‑shaped price-cycle divergence, the global MLCC market is undergoing structural change and a window for Chinese Domestic substitution is gradually opening.

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2026-06-04

Lebanon, Israel and the US said in a joint statement on the 3rd that Israel and Lebanon agreed to implement a ceasefire provided HEZBOLLAH fully stops attacks and withdraws completely south of the Litani River. Israel's defense minister KATZ said the

Lebanon, Israel and the US said in a joint statement on the 3rd that Israel and Lebanon agreed to implement a ceasefire provided HEZBOLLAH fully stops attacks and withdraws completely south of the Litani River. Israel's defense minister KATZ said the Washington framework also calls for disarming HEZBOLLAH, removing its fighters from south of the Litani, keeping the IDF in a "security zone", and guaranteeing Israel's freedom of action.
2026-06-03

Federal Reserve's Williams: There is no collective thinking at the Federal Reserve.

Federal Reserve's Williams: There is no collective thinking at the Federal Reserve.
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