Analogue IC sector is shifting from inventory-cycle repair to demand recovery, price rebound and structural upgrade, CITIC Jian... research says. Aggressive price increases by overseas leaders have created pricing room and eased profit pressure on Chinese suppliers from prior low‑price competition, supporting a stabilization and rebound in industry gross margins. Over the next few quarters, as AI infrastructure spending scales, firms with high‑performance, low‑latency analog technologies are exp

博通(AVGO.O)：第二財季來自人工智能的半導體收入爲108億美元。

Langu New Energy has started production at a 10,000-tonne-per-year oxide solid electrolyte line in Liyang, the first domestic scale-up of oxide solid-electrolyte capacity from the prior hundreds-of-tonnes level to ~10ktpa. Domestic oxide solid electrolyte capacity had been stuck at the hundreds-of-tonnes scale, with poor process stability, low yields and high costs limiting downstream battery makers' ability to mass-produce. As semi-solid batteries enter small-batch vehicle validation and solid-state batteries approach mass production, a materials supply gap is emerging. Oxide solid electrolytes are viewed as among the most commercializable core materials: applicable to current solid–liquid hybrid cells to improve safety and electrochemical performance, and able to be compounded with polymers into composite solid electrolytes for solid-state systems.