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1.17432
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Gold
4327.79
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57.531
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155.317
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Real-time News
December 15th - According to the latest supply chain news, due to surging demand for Googles Tensor Processing Unit (TPU), Google has expanded its orders for MediaTeks customized next-generation TPU v7e, with order volume increasing several times compared to the original plan. The report states that the first TPU v7e customized by MediaTek for Google will enter risk production by the end of next quarter, and MediaTek has also secured orders for Googles next-generation TPU v8e. MediaTeks large order has received support from TSMCs advanced packaging capacity, and TSMCs CoWoS capacity provided to MediaTek for its Google project will increase more than sevenfold in 2027. MediaTek declined to comment on the news; TSMC stated that it does not comment on details of individual customer business.On December 15th, Naomi Fink, Chief Global Strategist at Amova Asset Management, stated that the Bank of Japans Tankan survey indicates the Japanese economy is in the early to mid-stages of structural reflation, rather than overheating. All Japanese companies expect inflation rates to exceed the Bank of Japans 2% target over the next one, three, and five years. This would support a rate hike by the Bank of Japan this month, bringing expectations back to the target level. The Bank of Japan is likely to support gradual normalization, although it has become more cautious as it approaches a "neutral" policy stance, with the nominal overnight interest rate in Japan generally estimated to be between 1% and 2.5%.The yield on 30-year Japanese government bonds rose 2 basis points to 3.37%.The Hong Kong Stock Exchange has officially launched the “HKEX Technology 100 Index”, and Yuejiang (02432.HK) has been selected.The Malaysian ringgit rose 0.2% to 4.0850 against the US dollar, hovering near its highest level since early 2021.
