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Meta Platforms (META.O): Disagrees with the EU’s allegations, which fail to accurately account for the important measures the company has taken to protect youth.

2026-07-10

Meta Platforms (META.O): Disagrees with the EU’s allegations, which fail to accurately account for the important measures the company has taken to protect youth.

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2026-07-10

Barclays analysts say SK Hynix’s planned US listing could provide near-term support for the Korean won. Support may come from hedging flows and from converting part of IPO proceeds into won to finance domestic investment; recent won appreciation sugg

Barclays analysts say SK Hynix’s planned US listing could provide near-term support for the Korean won. Support may come from hedging flows and from converting part of IPO proceeds into won to finance domestic investment; recent won appreciation suggests some pre-hedging is already priced in. A larger-scale repatriation of offshore assets or overseas earnings by Korean semiconductor firms to fund domestic projects would add won demand and further support the currency.
2026-07-10

Industry sources say TSMC has accelerated new-fab construction with near 24-hour shifts. Based on information from TSMC, CoWoS monthly capacity is roughly 30k+ wafers in 2024, about 70k in 2025, and a 2026 plan of 110k that surpassed 130k. TSMC’s 202

Industry sources say TSMC has accelerated new-fab construction with near 24-hour shifts. Based on information from TSMC, CoWoS monthly capacity is roughly 30k+ wafers in 2024, about 70k in 2025, and a 2026 plan of 110k that surpassed 130k. TSMC’s 2027 expansion target is about 200k wafers/month (described as a low-end estimate); market participants expect capacity could reach 240k–260k wpm by end-2027. TSMC has not finalized equipment-vendor order allocations, prompting supplier concern over potential price competition and order fragmentation. Equipment lead times from order to production shipments are at least 7–9 months, and vendors warn they may struggle to meet delivery schedules.
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