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Real-time News
February 10th - According to TrendForces latest high-speed interconnect market research, to meet the massive computing demands of AI, Googles next-generation Ironwood rack system combines 3D Torus network topology and Apollo OCS all-optical network to achieve a high-speed interconnect architecture. This will boost the global shipment share of high-speed optical transceiver modules above 800G, which is estimated to rise from 19.5% in 2024 to over 60% in 2026, and gradually become standard equipment in AI data centers.French President Macron: Plans to make Europe more sovereign are not progressing fast enough.The yield on 20-year Japanese government bonds fell 5.0 basis points to 3.115%.February 10th - Taiwan Semiconductor Manufacturing Company (TSM.N) reported record-high revenue in January, reflecting that chip orders for the global tech giant have not been reduced despite concerns about a potential bubble in the artificial intelligence sector. The companys January revenue reached NT$401.26 billion (approximately US$12.71 billion), a 37% year-on-year increase, setting a new record. Previously, investors worried about cooling AI demand, as TSMCs monthly revenue growth had slowed in recent months, with Octobers growth at only 16.9%, the slowest pace since February 2024. These concerns are expected to ease with the rebound in monthly revenue momentum and its record-breaking 2026 capital expenditure plan. Previously, based on strong fourth-quarter results, TSMC increased its 2026 capital expenditure plan to US$52 billion to US$56 billion, a 27%-37% increase year-on-year. The company also expects revenue to grow by approximately 30% in 2026, following a 32% increase in 2025.The yield on 40-year Japanese government bonds fell 8.0 basis points to 3.735%.
