2026.7.31 Latest news fermentation information

English summary

### 2026.7.31 Latest news fermentation information Time: 2026-07-31 08:47:11 Content: Latest news fermentation summary: (The following is only market information compilation, 'research case, not investment advice', for strategy research, not constituting investment advice) 1. Chips/semiconductors: US semiconductor sector surged recently, stocks like SanDisk, Micron, SK Hynix all rose over 17%. On July 30, Samsung Electronics stated chip shortage will become more severe by 2027 and continue until 2028. Additionally, institutions are hinting MLCC (multilayer ceramic capacitors, common small components in electronics) may see a new round of price increases, this trend is likely to be boosted again. Related concept companies: Demingli, Changchuan Technology, Montage Technology, Longsys, Tianyue Advanced, JCET, Kema Technology, Fenghua Advanced, NSIG, Sanan Optoelectronics, Shengyi Technology, Shengke Communication. 2. AI applications / MCP protocol: EU plans to invest 10 billion euros to build 7 AI super factories. ...