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The A-share semiconductor sector opened higher, with Zhongjing Technology hitting the daily limit, Junzheng Shares rising by more than 10%, and Fuhan Microelectronics, Puran Shares, Kaihua Materials, Liandong Technology, and Sipu following suit.

2026-10-28

The A-share semiconductor sector opened higher, with Zhongjing Technology hitting the daily limit, Junzheng Shares rising by more than 10%, and Fuhan Microelectronics, Puran Shares, Kaihua Materials, Liandong Technology, and Sipu following suit.

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2026-10-28

SK Hynix (SKHY.O): The standard term for Long-Term Supply Agreements (LTAs) is 5 years, and the company is currently discussing arrangements to extend the term with some customers.

SK Hynix (SKHY.O): The standard term for Long-Term Supply Agreements (LTAs) is 5 years, and the company is currently discussing arrangements to extend the term with some customers.
2026-10-28

Deutsche Bank strategists say the US Treasury has asked primary dealers for views on structural shifts in investor demand and expectations for future Treasury auction sizes — a key step toward altering issuance. DB's analysis of Treasury holdings and

Deutsche Bank strategists say the US Treasury has asked primary dealers for views on structural shifts in investor demand and expectations for future Treasury auction sizes — a key step toward altering issuance. DB's analysis of Treasury holdings and portfolio-weighted average maturity (WAM) shows demand for long-dated Treasuries have weakened, driven by shrinking buy-and-hold portfolios and a shift toward shorter tenors. With larger financing needs ahead and WAM near historic highs, strategists say there is increasing justification to proactively shorten the maturity profile of new issuance.
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