Xin Lang Cai Jing·2026-01-30 09:59Group 1: AI Computing Hardware - Microsoft and Meta reported that the AI computing power supply will remain tight until 2026, with Q4 capital expenditures exceeding market expectations: Microsoft at $37.5 billion and Meta at $22.137 billion [5] - Meta is preparing to pay up to $6 billion to Corning for fiber optic cables, driven by AI computing demand, which is expected to boost the global fiber optic market for 2 to 3 years [10] - Shanghai plans to advance the construction of intelligent computing infrastructure, with increasing AI computing demand leading to a rise in single-chip power consumption and cabinet density, making liquid cooling technology a mainstream solution [14] Group 2: Semiconductor Industry - Micron Technology announced an additional investment of $24 billion in Singapore over the next decade for a new NAND flash wafer fab, following a $100 billion project in New York to address unprecedented supply tightness [16] - Cokwan Technology, which specializes in functional devices, has launched a production line for 400G/800G high-speed optical modules, showing significant technological advantages and broad application prospects [16] - Lanqi Technology, a major supplier of DDR5 memory interface chips, is expected to benefit from increased CPU demand driven by AI inference, with Intel and AMD planning to raise server CPU prices [17][18] Group 3: Chemical Industry - The price of epoxy propylene in China saw a significant increase of nearly 10% in January, indicating a recovery in industry conditions, with some companies reporting full orders and production schedules extending into February [24] - Hongbaoli is building an epoxy propylene-ether, amine, and derivative industrial chain, with its polyurethane base's annual production capacity increasing to 190,000 tons, attracting significant capital attention [25]