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The Secretary-General of the International Maritime Organization: We warmly welcome the peace agreement reached by the parties to the Strait of Hormuz conflict.

2026-06-15

The Secretary-General of the International Maritime Organization: We warmly welcome the peace agreement reached by the parties to the Strait of Hormuz conflict.

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2026-06-15

Global Chip LOF: Trading in this fund will be suspended from the opening of the market on June 16, 2026, and will resume at 10:30 on June 16, 2026. Redemption services will continue as usual during the suspension period.

Global Chip LOF: Trading in this fund will be suspended from the opening of the market on June 16, 2026, and will resume at 10:30 on June 16, 2026. Redemption services will continue as usual during the suspension period.
2026-06-15

Morgan Stanley says expanding AI cluster scale and exponential GPU-to-GPU data transfer will drive a rapid surge in optical-module demand. Upgrades from 400G to 800G, 1.6T and 3.2T will require higher-spec PCB materials, more layers and advanced manu

Morgan Stanley says expanding AI cluster scale and exponential GPU-to-GPU data transfer will drive a rapid surge in optical-module demand. Upgrades from 400G to 800G, 1.6T and 3.2T will require higher-spec PCB materials, more layers and advanced manufacturing, substantially raising per-board value. The bank forecasts the global AI optical-module PCB market rising from $620m in 2025 to $3.77bn by 2028 — a three-year CAGR of about 83%, versus roughly 60% CAGR for optical modules over the same period. It projects AI optical-module shipments of 73.0m, 141.0m and 158.0m units in 2026–28, and estimates 1.6T module shipments will grow at ~60% three-year CAGR, while the PCB segment expands ~83%.
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