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date
15/01/2026
Counterpoint Research senior analyst Jake Lai stated that the strong demand for AI continues to drive chip demand in the entire server industry, predicting that 2026 will be another "breakthrough year" for AI server demand. Due to TSMC's ongoing expansion of 2-nanometer production capacity and the investment in new production lines that have brought in revenue for the company, along with the continued expansion of advanced packaging technology... it is expected that TSMC will continue to perform strongly in 2026. However, he added that chip demand related to consumer electronics such as smartphones and personal computers may be affected by the current memory shortage and price hikes.
Latest
4 m ago
Central Bank: Maintain relatively loose social financing conditions and guide the reasonable growth of total financial volume.
6 m ago
UBS: Bilibili's Hong Kong stock target price has been raised from HK$279.9 to HK$314.9, while its US stock target price has been raised from $36 to $40.5. The buy rating is maintained.
6 m ago
Adjustment of margin ratio, price limits, and trading limits for tin futures trading on the Shanghai Futures Exchange for the previous period.
7 m ago
Foreign Exchange Bureau: Enterprises' awareness and ability to manage exchange rate risks continue to improve. By 2025, the scale of enterprises using foreign exchange derivatives to manage exchange rate risks will exceed 1.9 trillion US dollars, nearly double from 2020; the ratio of enterprise foreign exchange hedging has increased by 8 percentage points compared to 2020. The Foreign Exchange Bureau will strengthen the promotion of the concept of exchange rate risk neutrality, encouraging enterprises with hedging needs to "think more" about hedging; continuously release typical cases to help enterprises "know better" about hedging; enrich more currency and easy-to-use exchange rate hedging products to enable enterprises to "be more capable" of hedging; support honest enterprises in facilitating foreign exchange derivatives transactions, allowing enterprises to "better" engage in hedging.
7 m ago
The spokesperson of the State Administration of Foreign Exchange and Deputy Director Li Bin stated on the 15th that by 2025, the scale of enterprises using foreign exchange derivative products to manage exchange rate risks will exceed 19 trillion US dollars, nearly double that of 2020. Currently, the hedging ratio of enterprises has reached 30%, an increase of 8 percentage points from 2020.
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