The Bank of Japan may consider another rate hike in September as inflation risks and hawkish comments from board members raise expectations

智通财经2026/08/11 03:11

Show original

Bitget offers one-stop trading for cryptocurrencies, stocks, and gold. Trade now!

A welcome pack worth 6200 USDT for new users! Sign up now!

According to informed sources, after raising interest rates in June, the Bank of Japan may raise rates again at its next policy meeting scheduled for September 17–18 to address the ongoing risk of rising inflation. Factors driving price increases include rapidly growing AI-related demand, significant depreciation of the yen, and higher crude oil prices.
Previously, financial markets generally expected the Bank of Japan to raise interest rates about once every six months, but minutes from the July 30–31 policy meeting show that several policy board members believe it is necessary to accelerate the pace of rate hikes.
Specifically, one member stated that “the pace of policy rate hikes may exceed market expectations,” while another emphasized the need to “speed up the pace of monetary easing adjustments,” further reinforcing market speculation about a possible rate hike in September.

Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.

Understand the market, then trade.

Bitget offers one-stop trading for cryptocurrencies, stocks, and gold.

Trade now！

Bernstein analysts stated in a research report that as agent-based AI took off earlier this year, the central processing unit market is expected to accelerate its growth and may become a new growth driver for TSMC. The Bernstein analysts currently estimate that by 2027, TSMC’s CPU revenue will reach the high end of the $30 billion range, accounting for around 15% of its total revenue. Therefore, in terms of wafer revenue contribution in 2027, CPUs could be as important as AI accelerators, which

智通财经•2026/08/11 04:31

Bernstein analysts stated in a research report that with the rise of proxy AI earlier this year, the CPU market is expected to accelerate and could become a new growth engine for TSMC. The analysts currently estimate that TSMC's CPU-related revenue will reach the upper end of $30 billions by 2027, accounting for the mid-range of 10%-20% of its total revenue. Therefore, in terms of chip revenue contribution, by 2027, CPUs may become as important as AI accelerators, which include GPUs and ASICs.

智通财经•2026/08/11 04:31