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Morgan Stanley estimates 2027 shipments of AMD EPYC Venice at 6.75 mln chips versus 5.75 mln for NVIDIA Vera, about 17% higher. The bank also forecasts TSMC CoWoS packaging capacity rising to 200k wafers per month by 2027 and says NVIDIA remains TSMC

2026-06-26

Morgan Stanley estimates 2027 shipments of AMD EPYC Venice at 6.75 mln chips versus 5.75 mln for NVIDIA Vera, about 17% higher. The bank also forecasts TSMC CoWoS packaging capacity rising to 200k wafers per month by 2027 and says NVIDIA remains TSMC’s largest advanced-packaging customer.

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2026-06-26

CATL A-shares fell more than 3%; Hong Kong-listed CATL (03750.HK) dropped over 5%.

CATL A-shares fell more than 3%; Hong Kong-listed CATL (03750.HK) dropped over 5%.
2026-06-26

Lebanese presidential office said President Aoun reiterated Lebanon expects any international plan that strengthens its armed forces' capabilities, preserves territorial integrity and prevents its territory from becoming a theater for escalation or r

Lebanese presidential office said President Aoun reiterated Lebanon expects any international plan that strengthens its armed forces' capabilities, preserves territorial integrity and prevents its territory from becoming a theater for escalation or regional power contests.
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