AMD (AMD) CEO Su says had a great conversation with Hon Hai (2317 TT) and will meet with TSMC (2330 TT) later today
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AMD (AMD) CEO Su says had a great conversation with Hon Hai (2317 TT) and will meet with TSMC (2330 TT) later today
Many in the BoJ are cautious on raising rates in October and prefer to gauge more data on financial condition, while the central bank may signal underlying inflation has hit the 2% goal in the October meeting, according to sources
Kyodo notes comments from bond market sources stating many believe that today's 10-year JGB bond auction results were firm with lowest accepted prices higher than expected, a solid b/c, small tail and speculation of large demand from pension funds
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Says
- Demand is even higher than supply.
- Been able to increase supply this year and could definitely use more.
- We all know memory is overall supply constrained.
- Working with memory suppliers to plan with customers can see high demand for the next several years.
- Thank TSMC for bringing more capacity on board.
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