泰國央行會議紀要：委員會對增長集中於科技和人工智能相關行業表示擔憂。

At its Q3 2026 results briefing Chaoying Electronics said revenue growth was primarily driven by sustained increases in PCB orders from AI compute and storage customers and steady core-client demand. Gradual capacity ramp at its Thailand plant has improved its ability to take orders. The company said high-end PCBs for AI compute and storage are a priority; customer qualification and small-volume shipments are underway and could become a material profit driver. Management said it is shifting the product mix to higher‑value items and expanding overseas capacity to cultivate new earnings sources.

Reuters: Draft prospectus shows ANTHROPIC plans to issue 825 million shares in an IPO with an indicative price range of $70–$78 per share. Cornerstone investors include AMD, Broadcom, Google, Micron, Microsoft, NVIDIA and TSMC Partners; via a separate private placement they will subscribe for a total of US$26 billion of common stock.