Taiwan Tech Exports Maintain Strong Growth Momentum: ING

If you think about it, it’s in the national interest for Apple to work with Intel to develop at least some capacity for silicon production outside of Taiwan. It’s also in Apple’s interest, as its continued growth means it needs more and more chips to put inside an ever-expanding product catalog. During Apple’s Q2 26 fiscal call, CEO Tim Cook said the lack of what he called “high-end nodes” is affecting sales, particularly for Macs. He shared this news even as the company’s MacBook Neo is setting new sales records for the Mac. Apple’s success is creating a chip problem The need to source all those chips might have prompted Apple to reach out to Intel on how the two firms could work together on processor production once again. Supply chain analyst Ming-Chi Kuo now believes Apple is evaluating Intel’s advanced node technologies with a view to processor supply. “Apple’s wafer plans at Intel reflect the technology lifecycle of the [Intel] 18A-P series: small-scale testing in 2026, ramp in 2

The post US Dollar: Hawkish Fed repricing drives breakout – ING appeared on BitcoinEthereumNews.com. ING’s Francesco Pesole notes the US Dollar (USD) is gaining strong short-term momentum as hotter US data reinforce expectations for a Federal Reserve (Fed) hike. With US Dollar Index (DXY) breaking above late April highs and no progress on Gulf tensions, they see risks of further Dollar strength, contingent on incoming headlines from Beijing and developments in Oil and equities. DXY breaks higher on Fed repricing “The dollar seems to be gaining some serious short-term momentum. We had speculated yesterday that the Trump-Xi meeting could have yielded some positive headlines (perhaps also on Iran) that would have capped USD and lifted sentiment. It’s been too little so far, and a turn lower in equity futures today alongside another leg higher in oil prices is allowing the dollar to benefit from the latest hawkish data and the resulting repricing higher in Fed hike bets.” “Overall, there i

The post Euro: Global Euro moment still unfulfilled – ING appeared on BitcoinEthereumNews.com. ING’s Carsten Brzeski argues that Europe has yet to earn its “global euro moment” outlined by European Central Bank (ECB) President Christine Lagarde in 2025. Despite progress on initiatives like the Savings and Investment Union and capital markets reforms, he stresses that fragmented capital markets and large, underused household savings continue to limit the Euro’s strategic international role. Structural savings and market fragmentation persist “And one year ago, ECB President Christine Lagarde stood in Berlin and declared that the fracturing global order had created Europe’s “global euro moment”: a rare chance to step up, earn influence, and reshape the international monetary system in Europe’s favour. Twelve months on, let’s be honest: the optics are not good.” “And yet – to borrow from Monty Python’s Life of Brian – what has Europe ever done for us? Well, over the last 12 months: the Sa

The post Trump signals China to buy soybeans, Boeing jets amid Iran shift appeared on BitcoinEthereumNews.com. United States (US) President Donald Trump made a series of comments on China, Iran and Taiwan on Friday, according to Reuters reports. Trump said he discussed Fentanyl with Chinese President Xi Jinping and announced that China would buy “billions of dollars” worth of US soybeans. He also stated that Beijing had agreed to purchase 200 Boeing aircraft, with a potential commitment of up to 750 planes. Regarding Iran, Trump said he would make a decision “over the next few days” on potentially lifting sanctions on Chinese Oil companies that buy Iranian Oil. He also said he would support a 20-year suspension of Iran’s nuclear program under certain conditions. On Taiwan, Trump said US policy had “not changed” and stressed that the United States was “not looking to have wars.” Key Takeaways I talked about Fentanyl with Xi.The farmers are going to be very happy, China is going to be bu

The post Euro: Technical break points to 1.160 test versus US Dollar – ING appeared on BitcoinEthereumNews.com. ING’s Francesco Pesole highlights a significant technical break in EUR/USD below 1.170, opening scope for a test of 1.160 in coming days. Pesole stresses that widening EUR:USD two-year swap differentials back towards pre-war levels have removed a key source of Euro (EUR) resilience versus the US Dollar (USD), while political risk is adding a premium to EUR/GBP with upside risks for the cross. Rate gap widens as support fades “We saw a pretty significant technical break in EUR/USD at 1.170, which seemed to rapidly pave the way for a test of 1.160 in the coming days.” “While equities are the main driver of the pair, the moves in short-term rate differentials have been big of late. The EUR:USD two-year swap rate gap has widened 20bp from -80bp to -100bp since the start of this week. That is now close to pre-war levels, essentially removing a key driver (hawkish ECB repricing vs

Intel, along with Taiwan and South Korea, are the latest winners, our columnist says. True diversification is hard to find.

Bitcoin dipped to $79,200 during the Trump-Xi summit on Taiwan tensions and a scorching inflation print before recovering to reclaim $81,000 as U.S. President Donald Trump wrapped his Beijing visit. A Summit Between the World’s Two Largest Economies Trump arrived in Beijing accompanied by a delegation of U.S. executives, including Tesla’s Elon Musk, Apple’s Tim […]

Trump's discussion with Xi on Taiwan arms sales could alter US-China dynamics, impacting regional perceptions of US commitment to Taiwan. The post Trump plans to discuss Taiwan arms sales with Xi Jinping at summit appeared first on Crypto Briefing.