Daiwei Research analyst Kevin Timoney said in a report the government has cut its fiscal buffer for 2029-30 to £15bn, down from £23.6bn in March, narrowing the room to raise spending or cut taxes without breaching fiscal rules. Timoney noted Wednesday’s budget contained no major policy changes, suggesting public finances are likely to remain fragile over the coming years.

2026-10-29

Daiwei Research analyst Kevin Timoney said in a report the government has cut its fiscal buffer for 2029-30 to £15bn, down from £23.6bn in March, narrowing the room to raise spending or cut taxes without breaching fiscal rules. Timoney noted Wednesday’s budget contained no major policy changes, suggesting public finances are likely to remain fragile over the coming years.

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2026-10-29

三星電子設備解決方案(DS)部門存儲業務執行副總裁金在俊(Jaejune Kim)在公司29日公佈第三季度財報後的電話會議上表示:“明年的HBM供應量已經全部售罄,定價談判也已按照我們的目標價格完成。”他還補充說:“客戶仍在不斷提出追加採購需求。”Citrini半導體研究成員分析稱,此前韓國媒體報道稱,三星給出的HBM4報價爲每Gb 4美元中段至高段。此前還有傳聞稱,英偉達不願接受這一價格,因此一直在拖延談判。但三星稱“按照我們的目標價格”,意味着英偉達似乎最終接受了三星的報價。現在看來,三星將以三大存儲芯片製造商中最高的價格銷售HBM4,這一點似乎已得到確認。該分析認爲,搭載三星HBM4的Rubin系列產品,將作爲獨立的高價版本銷售,其定價將高於採用SK海力士或美光存儲芯片的版本。換句話說,搭載三星HBM4的產品將享有溢價。

2026-10-29

Alphabet(GOOG.O)高管:日益增長的網絡安全隱患正推動對AI驅動安全平臺的需求。