2026-08-31

TSMC VP of advanced packaging technology Xu Guojin said optical-transceiver architectures are undergoing a structural shift and silicon photonics has become the mainstream. He expects silicon photonics could exceed 50% market share by 2027, will ultimately take the form of co-packaged optics (CPO), and some vendors will begin volume production in H2 this year.

TSMC VP of advanced packaging technology Xu Guojin said optical-transceiver architectures are undergoing a structural shift and silicon photonics has become the mainstream. He expects silicon photonics could exceed 50% market share by 2027, will ultimately take the form of co-packaged optics (CPO), and some vendors will begin volume production in H2 this year.

2026-08-31

Vessel-tracking firm Kepler said on Aug. 31 that visible commercial vessel transits through the Strait of Hormuz fell to five per day over the weekend of Aug. 29-30 amid fears of attack. Reported traffic comprised small vessels, including two LPG carriers. Kepler warned some ships switch off AIS to avoid detection, so actual transit numbers may be higher.

Vessel-tracking firm Kepler said on Aug. 31 that visible commercial vessel transits through the Strait of Hormuz fell to five per day over the weekend of Aug. 29-30 amid fears of attack. Reported traffic comprised small vessels, including two LPG carriers. Kepler warned some ships switch off AIS to avoid detection, so actual transit numbers may be higher.

2026-08-31

BARCLAYS said comments from Federal Reserve Chair KEVIN WARSH signaled a more hawkish stance, and now expects the Fed to hike 25bp in September and again in December. The bank had previously forecast rates would remain unchanged for the remainder of the year.

BARCLAYS said comments from Federal Reserve Chair KEVIN WARSH signaled a more hawkish stance, and now expects the Fed to hike 25bp in September and again in December. The bank had previously forecast rates would remain unchanged for the remainder of the year.

2026-08-31

五洋自控在互动平台表示，公司控股子公司柯斯宇业务目前订单充足，公司已与国内云厂商开展合作，并通过行业内相关液冷企业批量供货。

五洋自控在互动平台表示，公司控股子公司柯斯宇业务目前订单充足，公司已与国内云厂商开展合作，并通过行业内相关液冷企业批量供货。

2026-08-31

India's 10-year benchmark government bond yield rose to its highest level since June 11.

India's 10-year benchmark government bond yield rose to its highest level since June 11.

2026-08-31

印度10年期基准国债收益率涨至自6月11日以来的最高水平。

印度10年期基准国债收益率涨至自6月11日以来的最高水平。