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TrendForce said in its latest AI server industry report that strong AI infrastructure demand will lift total capex by nine major global cloud service providers about 90% YoY in 2026. Hyperscalers and Tier‑2 data‑center operators have markedly increas

2026-08-03

TrendForce said in its latest AI server industry report that strong AI infrastructure demand will lift total capex by nine major global cloud service providers about 90% YoY in 2026. Hyperscalers and Tier‑2 data‑center operators have markedly increased purchases of NVIDIA GB/VR full‑rack AI server solutions, and Google and AWS are slated to ramp next‑generation ASIC platforms in H2 2026. TrendForce also flagged growing adoption of domestic AI solutions by Chinese providers to support cloud LLM workloads, and raised its 2026 AI server shipment growth forecast from 28% to nearly 31% YoY.

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2026-08-02

Dongwu Securities says U.S. consumer credit delinquency rates have risen since the pandemic, with auto-loan and credit-card delinquencies near historic highs. The firm attributes much of the headline rise to technical factors — changes in statistical

Dongwu Securities says U.S. consumer credit delinquency rates have risen since the pandemic, with auto-loan and credit-card delinquencies near historic highs. The firm attributes much of the headline rise to technical factors — changes in statistical coverage and credit-rating migration — which amplify measured delinquency severity; alternative metrics such as new-delinquency (new-roll) rates do not show a broad, sustained deterioration in U.S. household credit. Still, Dongwu warns of persistent structural risk concentrated in subprime borrowers and lower-income households, leaving the lower end of a K-shaped recovery as a continuing vulnerability until full economic rebound.
2026-08-03

A-share MLCC-related stocks rebounded intraday; Yuxing rose more than 10%, with Fenghua High-Tech, Lihexing, Torch Electronics and Sanhuan Group among the top gainers.

A-share MLCC-related stocks rebounded intraday; Yuxing rose more than 10%, with Fenghua High-Tech, Lihexing, Torch Electronics and Sanhuan Group among the top gainers.
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