EXCLUSIVE
Meridian Semiconductor approves $18bn expansion for next-generation 1.8nm foundry
The board greenlights a second mega-fab in Taichung to meet surging demand for custom hyperscaler accelerators and automotive compute.
Section Desk•4 Stories Filed
Business
Markets, supply chains and the balance sheets behind the headlines.
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ANALYSIS
Thirty-year sovereign debt auction tails by 4.2 basis points amidst supply indigestion
Primary dealers absorb record issuance at higher yields as long-duration investors demand greater term premium.
LONDON
DISPATCH
Container spot rates drop 18% as new fleet capacity outstrips consumer electronics demand
The Shanghai-to-Rotterdam benchmark falls below $2,400 per FEU as carriers prepare for blank sailings ahead of golden week.
ROTTERDAM
ANALYSIS
E-commerce giants hit valuation wall as ad load saturation triggers brand backlash
Cost-per-click rates on sponsored retail search drop 12% as consumer goods brands shift marketing budgets back to brand channels.
NEW YORK
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