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TrendForce: Q2 2026 DRAM industry revenue rose 59.5% QoQ to $154.7 bln, driven by a sharp increase in conventional DRAM contract prices. LLM training and AI inference lifted AI server demand, boosting shipments of HBM3e, LPDDR5X and high‑capacity RDI

2026-09-07

TrendForce: Q2 2026 DRAM industry revenue rose 59.5% QoQ to $154.7 bln, driven by a sharp increase in conventional DRAM contract prices. LLM training and AI inference lifted AI server demand, boosting shipments of HBM3e, LPDDR5X and high‑capacity RDIMM; agentic AI deployments also spurred RDIMM buying across capacity tiers. On supply, manufacturers’ inventories are at trough and new capacity is being channeled preferentially to server demand; overall DRAM bit shipments ticked up only modestly in Q2.

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2026-09-07

China’s Ministry of Industry and Information Technology issued its information and communications “15th Five-Year” development plan, directing stepped-up core technology R&D. It mandates accelerated 6G core R&D and continued 6G trials; expanded R&D i

China’s Ministry of Industry and Information Technology issued its information and communications “15th Five-Year” development plan, directing stepped-up core technology R&D. It mandates accelerated 6G core R&D and continued 6G trials; expanded R&D in ultra‑high‑speed, large‑capacity optical transmission, optical access and submarine‑cable optical systems; fast‑tracking new fiber technologies including hollow‑core fiber and their deployment; industry convergence work on vehicular optical communications and industrial‑control optical networks; data‑communications innovation to tackle IP wide‑area lossless transmission and flow‑level load balancing; R&D of compute‑transmission channels that sense compute and network resources; key satellite‑communications work on efficient space‑to‑ground transmission, inter‑satellite networking and routing; and accelerated frontier deployment in optoelectronic fusion and integration of quantum encryption with information and communication networks.
2026-09-07

Matt Mali, chief market strategist at Miller Tabak+Co., said that US Treasury yields face a key resistance level at 4.8%, and a sustained break above this level could have a “substantial impact” on other asset classes. He remains concerned about the

Matt Mali, chief market strategist at Miller Tabak+Co., said that US Treasury yields face a key resistance level at 4.8%, and a sustained break above this level could have a “substantial impact” on other asset classes. He remains concerned about the US Treasury market because the widening fiscal deficit, massive debt issuance, and corporate borrowing pressures continue to weigh on long-term yields, and the Treasury’s verbal intervention has so far failed to bring yields down as expected (at least for now). A sustained break above 4.8% for the 10-year Treasury yield (the high reached in January 2025) would be particularly worrying, as it could begin to trigger broader problems in the market and indicate that fiscal concerns are outweighing policymakers’ efforts to influence borrowing costs. Chen Yanting, general manager of Noah ARK Hong Kong, said that a sustained break above 4.8% could have far-reaching consequences beyond the bond market. A disorderly rise in long-term US Treasury yields could trigger a repricing of assets reliant on long-term cash flows, including ultra-long-duration bonds, high-valuation growth stocks, commercial real estate, and some private equity assets. As a “fiscal-led” environment drives investors to demand greater risk compensation for holding long-term debt, structural pressures are building in US Treasuries. It tends to use gold and hard currencies as structural hedging tools, underweight ultra-long-duration US Treasuries, while maintaining allocations to high-quality stocks, physical assets, and AI-related physical infrastructure (such as electricity, power grids, energy storage, and data centers).
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