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Counterpoint says China’s Yangtze Memory (YMTC) is benefiting from AI infrastructure buildout. In Q1 YMTC’s revenue surged 445% YoY on strong domestic demand and supply shortages, lifting its global NAND share to 13%. Researcher MS Hwang said capital

2026-06-03

Counterpoint says China’s Yangtze Memory (YMTC) is benefiting from AI infrastructure buildout. In Q1 YMTC’s revenue surged 445% YoY on strong domestic demand and supply shortages, lifting its global NAND share to 13%. Researcher MS Hwang said capital injections would give YMTC the firepower to overtake Kioxia and Micron and cement its position as the world’s third-largest NAND supplier.

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2026-06-03

U.S. Secretary of State Marco Rubio: Venezuela needs a government that is legally formed through elections, but the conditions for this must be created.

U.S. Secretary of State Marco Rubio: Venezuela needs a government that is legally formed through elections, but the conditions for this must be created.
2026-06-03

Japan 10-year bond yield rose 3.0bps to 2.595%.

Japan 10-year bond yield rose 3.0bps to 2.595%.
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