EUR/USD
1.16175
0.066%
Gold
4445.71
-0.658%
Oil
90.673
-0.363%
USD/JPY
159.944
-0.047%
GBP/USD
1.34288
0.039%
GBP/JPY
214.790
-0.010%
Real-time News
French Transport Minister: France will not experience fuel shortages this summer.Futures News, June 5th: Since May, silver prices have risen and then fallen, with the price trending downwards within a narrow range. As of June 4th, the domestic spot price of #1 silver was 17,711 yuan/kg, a cumulative decrease of 4.41% compared to the beginning of May. In early May, the US and Iran signaled a willingness to negotiate, coupled with Perus initiation of an energy emergency decree, causing silver prices to fluctuate upwards. However, the resignation of dovish voting member Milan led to market expectations of interest rate hikes, putting downward pressure on silver prices. Looking ahead, the macroeconomic logic remains focused on the Feds interest rate decision and the US-Iran negotiations; silver prices are expected to lack a clear direction in the short term.Danske Bank: +4.2%; ABN AMRO: +4.3%; ANZ: +4.3%; BNP Paribas: +4.3%; Barclays: +4.3%; Bank of America: +4.3%; TICOM: +4.3%; Citigroup: +4.3%; Deutsche Bank: +4.3%; Allied Bank: +4.3%; Commerzbank: +4.3%; Daiwa Capital: +4.3%; Heleba Bank: +4.3%; DekaBank: +4.3%; Goldman Sachs: +4.3%; HSBC: +4.3% Morgan Stanley: +4.3%; ING: +4.3%; JPMorgan Chase: +4.3%; Mizuho Bank: +4.3%; Jefferies Group: +4.3%; Societe Generale: +4.3%; Nomura Securities: +4.3%; UBS Group: +4.3%; Sparta Securities: +4.4%; Capital Economics: +4.4%; Oxford Economics: +4.4%; Pansen Macro: +4.4%; Standard Chartered Bank: +4.4%; TD Securities: +4.4%; Wells Fargo: +4.4%; [Reuters forecast: +4.3%].June 5th - The World Semiconductor Trade Statistics (WSTS) recently released its Spring 2026 Semiconductor Market Forecast, significantly raising its growth expectations for the global semiconductor industry in 2026 and 2027. Data shows that thanks to exceptionally strong market performance at the end of 2025 and the beginning of 2026, WSTS predicts the global semiconductor market will achieve a 90% year-on-year growth in 2026, reaching a total size of US$1.51 trillion. This accelerated growth in the global semiconductor market is primarily driven by the memory chip sector. Memory chip sales are expected to increase by approximately 250% year-on-year in 2026, exceeding US$800 billion. Continued strong demand for artificial intelligence infrastructure, high-bandwidth memory (HBM), and accelerated computing platforms remains the core driver of growth for the entire semiconductor industry.On June 5th, Nvidia CEO Jensen Huang confirmed for the first time that the company has certified three major memory chip manufacturers to supply state-of-the-art high-bandwidth products for its US-based AI accelerators. He has approved Samsung Electronics, SK Hynix, and Micron Technology to supply HBM4, an integral component of Nvidias next-generation Vera Rubin platform for AI work. Speaking at Computex this week, Huang stated that Vera Rubin, scheduled for delivery in the third quarter of this year, is now in full production. The new systems are built around Nvidias Vera CPUs and Rubin graphics core clusters, with each server system equipped with terabytes of HBM4. Huang plans to hold further meetings on Friday and have dinner with some of South Koreas top business leaders.
