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Japan's Economy, Trade and Industry Minister Akazawa said he is prepared to assist overseas semiconductor manufacturers investing in Japan.
2026-07-04
Japan's Economy, Trade and Industry Minister Akazawa said he is prepared to assist overseas semiconductor manufacturers investing in Japan.
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Other News
2026-07-04
SemiAnalysis says memory (DRAM, NAND and HBM) share of hyperscale data-center capex in NVIDIA systems could exceed 30% by end-2026 and top 40% in 2027. The note follows debate after Micron results; some market participants pointed out memory is typic
SemiAnalysis says memory (DRAM, NAND and HBM) share of hyperscale data-center capex in NVIDIA systems could exceed 30% by end-2026 and top 40% in 2027. The note follows debate after Micron results; some market participants pointed out memory is typically only low‑teens pct of a server BOM and questioned such high capex share. SemiAnalysis responded in May after prices rose faster than expected and expects the market to better appreciate the trend in coming months.
2026-07-04
Brazilian government data: June soybean exports 14.50 mln tonnes, up 8.1% YoY from 13.42 mln tonnes; June iron ore exports 42.23 mln tonnes, up 17.7% YoY from 35.87 mln tons.
Brazilian government data: June soybean exports 14.50 mln tonnes, up 8.1% YoY from 13.42 mln tonnes; June iron ore exports 42.23 mln tonnes, up 17.7% YoY from 35.87 mln tons.
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