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TrendForce data show that on Nov 3 spot average prices were unchanged day-on-day for DDR5 16Gb (2Gx8) 4800/5600, DDR4 16Gb (2Gx8) 3200 and DDR4 8Gb (1Gx8) 3200.

2026-11-03

TrendForce data show that on Nov 3 spot average prices were unchanged day-on-day for DDR5 16Gb (2Gx8) 4800/5600, DDR4 16Gb (2Gx8) 3200 and DDR4 8Gb (1Gx8) 3200.

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2026-11-02

[Futures Hot Topic Tracking] Geopolitical premium comes to an abrupt halt! Iran releases positive negotiation signals, international oil prices plummet, triggering a sharp drop in domestic energy and chemical futures, but has the risk truly been elim

[Futures Hot Topic Tracking] Geopolitical premium comes to an abrupt halt! Iran releases positive negotiation signals, international oil prices plummet, triggering a sharp drop in domestic energy and chemical futures, but has the risk truly been eliminated? Click to learn more.
2026-11-03

PIMCO CEO Emmanuel Roman said AI-related financing could total roughly $10 tln over the next five years and may exceed reasonable levels. He estimates about $2 tln a year in new financing demand for capex, versus a U.S. bond market of roughly $12 tln

PIMCO CEO Emmanuel Roman said AI-related financing could total roughly $10 tln over the next five years and may exceed reasonable levels. He estimates about $2 tln a year in new financing demand for capex, versus a U.S. bond market of roughly $12 tln. Roman warned an economic downturn will eventually occur and could collapse triggers, citing potential triggers such as U.S. rate rises, a Middle East war or a euro-area crisis. When asked whether excessive caution or excessive risk-taking is the bigger mistake, he said taking too much risk is more dangerous. Blackstone president Gray said current market skepticism may be healthy but that AI’s trajectory will drive further investment and materially higher capital demand.
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