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Asset manager Carmignac said a successful yen intervention must be "large-scale and completely unexpected".

2026-07-10

Asset manager Carmignac said a successful yen intervention must be "large-scale and completely unexpected".

Other News
2026-07-09

[Futures Hot Topics Tracking] Container freight rates rose another $1,000/FEU this week, with the cumulative increase on trans-Pacific routes exceeding $3,000—does the early start of the peak season mean that demand has peaked? With the Middle East s

[Futures Hot Topics Tracking] Container freight rates rose another $1,000/FEU this week, with the cumulative increase on trans-Pacific routes exceeding $3,000—does the early start of the peak season mean that demand has peaked? With the Middle East situation escalating again, what are the prospects for the resumption of shipping on the Red Sea?
2026-07-10

Nanya Technology said at an investor briefing that next‑generation AI acceleration platforms including Rubin Ultra and TPA are lifting HBM bit demand and crowding out traditional DRAM capacity, and that global DRAM should remain supply‑deficit throug

Nanya Technology said at an investor briefing that next‑generation AI acceleration platforms including Rubin Ultra and TPA are lifting HBM bit demand and crowding out traditional DRAM capacity, and that global DRAM should remain supply‑deficit through 2028. The company forecasts capacity will grow about 69% in 2026–2028. A new 5A fab will deploy 1C/1D nm process nodes and add roughly 45,000 wafers of capacity, improving wafer‑bit output. Nanya expects bit shipments to rise 8% in 2027 and 53% in 2028 to 6.75 billion Gb and 10.33 billion Gb, respectively. It said Q2 average per‑Gb prices have not fully reflected recent contract price increases and timing of renewals with large long‑term customers, leaving upside risk to Q3 ASP.
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