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Reserve Bank of Australia Assistant Governor Hunt: It is necessary to assess the extent to which the recent rise in inflation is temporary.
2026-02-12
Reserve Bank of Australia Assistant Governor Hunt: It is necessary to assess the extent to which the recent rise in inflation is temporary.
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2026-02-11
1. OPEC daily production: Revised to 28.588 million barrels in December, compared to 28.453 million barrels in January, a decrease of 135,000 barrels per day from the previous month; 2. China's net imports of petroleum products (change): Increased b
1. OPEC daily production: Revised to 28.588 million barrels in December, compared to 28.453 million barrels in January, a decrease of 135,000 barrels per day from the previous month; 2. China's net imports of petroleum products (change): Increased by 720,000 barrels per day in December, compared to an increase of 1.11 million barrels per day in November; 3. India's net imports of petroleum products (change): Decreased by 140,000 barrels per day in December, compared to an increase of 80,000 barrels per day in November; 4. United States' net imports of petroleum products (change): Increased by 150,000 barrels per day in January, compared to an increase of 20,000 barrels per day in December.
2026-02-12
1. Sources: ByteDance is in talks with Samsung regarding the manufacturing of its self-developed AI chip. 2. Samsung claims it has regained its position at the top of the memory industry with HBM4 and plans mass production this month. 3. Samsung El
1. Sources: ByteDance is in talks with Samsung regarding the manufacturing of its self-developed AI chip. 2. Samsung claims it has regained its position at the top of the memory industry with HBM4 and plans mass production this month. 3. Samsung Electronics CTO: Strong demand for memory is expected to continue until 2027; customer feedback on HBM4 is positive. 4. Samsung Electronics plans to launch LPDDR5X-PIM samples in the second half of the year. 5. SK Hynix is developing new technologies to reduce NAND manufacturing costs. 6. SMIC's Zhao Haijun: HBM shortages will continue, but the downward trend in mobile phones and computers may reverse in the third quarter. 7. Winbond Electronics: DRAM shortages are expected to continue, with memory prices expected to surge by 90% to 95% this quarter. 8. Tight DRAM supply is expected to continue until 2028; Deutsche Bank raises Micron's target price again. 9. Cisco CEO: Memory price increases have been announced; the company will continue to monitor market trends and make further adjustments as necessary. 10. MediaTek: January revenue declined by over 8% year-on-year and month-on-month; Q1 mobile phone business revenue will see a significant decline. 11. TrendForce: Rising storage prices drag down mobile phone production; double-digit decline may occur in 2026.
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