Research topic
AI infrastructure and data-center capex
2 FinzData report(s) on AI infrastructure and data-center capex.
Taiwan AI Export Machine Chips Servers TSMC
Taiwan exported a record $87.22 billion in September 2026, up 60.9% year over year. Technology is 80.6% of exports in September 2026 and the US has replaced China as the main customer.
Semiconductors and AI supply chainExports and global tradeAsian economies and marketsEquity strategy and factorsYield Curve Debt Market CoreWeave October 2026
2-year at 4.77% prices a Fed hike while 10-year fell to 5.10%, flattening 2s10s to 35bp. CoreWeave bonds yield about 15-16% with five-year CDS near 1,195bp as AI borrowing faces credit stress.
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