MOODY'S says barriers to corporate AI adoption will ease by 2030; chip and storage manufacturers will be the biggest beneficiaries.

2026-09-30

MOODY'S says barriers to corporate AI adoption will ease by 2030; chip and storage manufacturers will be the biggest beneficiaries.

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2026-09-30

1. 我國科學家提出單光束多維光存儲新方案:DVD尺寸容量可達 0.4 Pb。 2. 機構:上修2027年HBM價格展望,預估ASP年增達121%。 3. 三星代工業務加速轉向AI與HPC:目標2029年客戶數量增長約四倍。 4. 三星晶圓代工預計2029年客戶數達2017年五倍,屆時HPC貢獻過半營收。 5. 佰維、宏碁續簽合作協議:佰維將繼續生產銷售宏碁、掠奪者品牌存儲器產品。 6. 微軟Surface負責人迴應AMD版斷更5年:產品組合有限,需審慎選擇芯片。 7. 甲骨文與NetApp公佈OCI存儲服務上線計劃。 8. SK海力士擴大合作伙伴支持計劃,最高預付一半研發資金。 9. LPDDR6內存加持AI推理ASIC,SEMIFIVE接獲規格交接型芯片設計訂單。

2026-09-30

Bank of Canada (BOC) Deputy Governor said the BOC and the Office of the Superintendent of Financial Institutions (OSFI) issued a joint statement that using the standing liquidity facility (SLF) to meet overnight liquidity needs is not considered an abnormal event or a sign of stress.