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Renowned tech analyst Pu Deyu: NAND demand is significantly stronger than expected, primarily driven by demand for eSSDs (enterprise-grade solid-state drives), as US cloud service providers are actively expanding their AI infrastructure. He projects

2026-09-21

Renowned tech analyst Pu Deyu: NAND demand is significantly stronger than expected, primarily driven by demand for eSSDs (enterprise-grade solid-state drives), as US cloud service providers are actively expanding their AI infrastructure. He projects sequential growth of 21%, 17%, and 15% for Q3, Q4, and Q1, 2026, respectively, compared to previous forecasts of 18%, 2%, and 0%. US hyperscale cloud vendor inventories are expected to decline further, potentially continuing to decrease into Q4 2026. July inventory levels were approximately 14 weeks, while the normal level is around 15 weeks. Supply remains restrained, with NAND bit production projected to grow by 15%, 21%, and 20% year-over-year in 2025, 2026, and 2027, respectively.

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2026-09-21

Benmo Technology announced on the Hong Kong Stock Exchange that it plans to issue 50 million H shares (subject to the exercise of the over-allotment option) in Hong Kong, with an issue price of HK$21.60 per share, and is expected to start trading on

Benmo Technology announced on the Hong Kong Stock Exchange that it plans to issue 50 million H shares (subject to the exercise of the over-allotment option) in Hong Kong, with an issue price of HK$21.60 per share, and is expected to start trading on September 29.
2026-09-21

WTI crude oil opened 1.24% higher on Monday, currently trading at $96.5 per barrel. Brent crude oil rose more than 1%, currently trading at $100.94 per barrel.

WTI crude oil opened 1.24% higher on Monday, currently trading at $96.5 per barrel. Brent crude oil rose more than 1%, currently trading at $100.94 per barrel.
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