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SoftBank Group CFO: First-quarter investment gains were primarily driven by rising valuations of Intel and ByteDance.

2026-08-06

SoftBank Group CFO: First-quarter investment gains were primarily driven by rising valuations of Intel and ByteDance.

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2026-08-06

CITIC Securities says AI-driven acceleration since 2023 is prompting rapid optical-module tech upgrades—higher chip rates, silicon-photonics integration and CPO architectures—driving iteration in optical-module test equipment. Combined with fast expa

CITIC Securities says AI-driven acceleration since 2023 is prompting rapid optical-module tech upgrades—higher chip rates, silicon-photonics integration and CPO architectures—driving iteration in optical-module test equipment. Combined with fast expansion of AI compute infrastructure, this is lifting both volumes and prices for test equipment. International suppliers retain a lead in the 1.6T high-end segment, but Chinese firms are accelerating and narrowing the gap; CITIC is positive on long-term growth in China’s optical-module sector and on high-end test-equipment localization.
2026-08-06

Germany June manufacturing orders, working-day adjusted, YoY 6.5% (prior 6.2%).

Germany June manufacturing orders, working-day adjusted, YoY 6.5% (prior 6.2%).
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