IEA: AI infrastructure spending has already surpassed investment in oil and gas production, and is expected to increase another 75% in 2026

TSMC contract terms’ first trading day: Taiwan stocks break 40k, and 00981A actively managed ETFs lead the gain

The Financial Supervisory Commission (FSC) announced on 4/24 the “TSMC clause,” relaxing the single-shareholding limit from 10% to 25%. This applies only to actively managed funds and active ETFs, not to passive index-tracking ETFs. Active ETFs represented by 00981A benefited the most after the clause took effect; they can raise the TSMC weight to 25%, with an additional 170k beneficiaries in a single week. Although 0050/0056 are not directly benefited, the rise in share prices still drove a corresponding increase due to tracking effects. Key market points to watch: whether it truly reaches 25%, whether the amplification effect at TSMC’s higher price levels materializes, and whether the clause will be revised again in the future.

HBM Chain Explodes: Nan Ya Ke, Winbond, T-Creative, ADATA, and Kinmax Fully Analyze the Momentum

AI server demand for HBM is surging, tightening DRAM supply as about 66% of global capacity is absorbed. Structural shortages and price increases have emerged for DDR5, LPDDR, and other products. Taiwan makers’ path: Nanya Technology has entered the Vera Rubin supply chain; Winbond benefits from niche DRAM and LPDDR; module makers such as Kingston and Transcend raise prices and expand gross margins; UMC and VIS benefit from demand for silicon wafers. Labor dynamics in South Korea affect the supply schedule. The momentum may continue until the third-quarter earnings are verified.

Apple's John Ternus to Become CEO on September 1, 2026

Gate News message, April 27 — Apple's newly appointed CEO John Ternus will officially take office on September 1, 2026. According to reports, Ternus is taking over with approximately 10 new product categories already in development, including a smart speaker with a display, a desktop

Ourbit launches Super IPO, opens SpaceX subscriptions, and 589 USDT snaps up front-row IPO seats

As SpaceX’s listing process moves into a sprint phase, global capital markets’ attention to this potential trillion-dollar-class IPO continues to heat up. In traditional finance channels, retail investors typically find it difficult to get allocation opportunities during the IPO pricing phase, and buying in the secondary market often means facing a premium at the open. Against this backdrop, Ourbit SuperCEX has recently officially launched the Super IPO section, locking its first batch of underlying assets to SpaceX (ticker: SPAX), providing crypto users with a differentiated participation path that is low-barrier and on-chain. According to information on Ourbit’s official page, this round’s SPAX public offering price is 589

TSMC “Sprint to 1nm” vs. Samsung “Consolidate 2nm,” the two leading chip foundries diverge on strategy

This article analyzes the divergence between TSMC and Samsung in next-generation sub-nanometer process technology: TSMC is actively pushing its 1nm N-series A16/A14/A13/A12 and a back-side power delivery network, BSPDN, with plans to start mass production from 2027 and enter the “angstrom” era; Samsung is slowing its 1nm pace, focusing on capacity optimization and yield improvement for its 2nm process. AI/HPC demand is driving the two routes to diverge, and it will be difficult to tell which is better in the short term.

Oracle Secures $16B Data Center Financing for Michigan Project

Oracle has completed a $16 billion data center financing deal, according to a statement from data center developer Related Digital. The funding will support construction of a data center campus in Saline, Michigan, where Oracle will serve as the anchor tenant, combining equity investments from Relat