Global Market Trends

In the first quarter of 2026, U.S. data center construction notably slowed, with some projects coming to a standstill, totaling approximately $130 billion in value. Power infrastructure has emerged as a development bottleneck, as data centers push U.S. electricity demand to record highs, exacerbating supply constraints. Vigorous grassroots opposition has become another major obstacle, with

UK Prime Minister Keir Starmer announced his resignation as Leader of the Labour Party and Prime Minister on Monday, June 22, and initiated the succession process. Nominations will open on July 9 and close on July 16, with the entire leadership contest concluding on September 1. Peel Hunt Chief Economist Pickering stated that the market

Bank of America expects Apple to raise prices for Mac and iPad models while slightly lowering unit sales forecasts across product categories. The bank raised its fiscal 2026 revenue estimate for Apple to $469.8 billion, noting that resilience in services profit could partially offset pressure in the hardware segment. Thanks to its procurement scale, long-term

Alan Greenspan, former chairman of the U.S. Federal Reserve, passed away on June 22 at the age of 100. The cause of death was complications from Parkinson’s disease. Greenspan served five consecutive terms as Fed chairman under four U.S. presidents, steering U.S. monetary policy for nearly 19 years. June 22 – Andrea Mitchell, wife of

① Ming-Chi Kuo: Google develops a revised version of the TPU v9 chip, with MediaTek securing new orders. ② Samsung Electronics’ Pyeongtaek P5 Fab 2 construction schedule has been moved up by approximately six months, with groundbreaking expected in July. ③ NVIDIA’s Rubin servers achieve 100% liquid cooling. June 22 (MarketWatch) – On Monday, U.S.