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2026-07-16

1. US media: ASML plans to raise EUV prices, TSMC has expressed its opposition. 2. Intel decides to use ASML's next-generation lithography machines to produce some of its Panther Lake laptop chips. 3. Citrini: Predicts a global DRAM shortage of 28.

1. US media: ASML plans to raise EUV prices, TSMC has expressed its opposition. 2. Intel decides to use ASML's next-generation lithography machines to produce some of its Panther Lake laptop chips. 3. Citrini: Predicts a global DRAM shortage of 28.7EB by 2030, the memory market may enter a long-term supply-demand tight cycle. 4. Rising costs have led to continued price increases for DDR5 memory modules through distribution channels, while the increased retail prices by channel brands have resulted in a rebound in DDR4 memory module prices. 5. Biwin Memory: Expects first-half net profit to increase by 3200.15% to 3421.59% year-on-year. 6. Changxin Technology: The fifth-generation process technology platform is currently under development. 7. Changxin Technology: The development of AI presents uncertainties in DRAM market demand; investors should pay attention to industry volatility risks. 8. Wall Street is optimistic about the upside potential of SK Hynix ADRs, saying the memory chip shortage may continue. 9. South Korean analyst: SK Hynix's pullback may provide a buying opportunity. 10. Intel's 18A yield rate rises to 85%, reportedly securing large orders from companies such as Nvidia and OpenAI.
2026-07-16

China Railway Xi’an bureau: China-Europe freight services operated from Xi’an 3,310 trains in 1H, up 8.3% YoY. Of these, 2,858 served Europe and 452 served Central Asia. Cargo moved totaled 3.753 mln tons, up 6.2%, and shipments reached 318,000 TEU,

China Railway Xi’an bureau: China-Europe freight services operated from Xi’an 3,310 trains in 1H, up 8.3% YoY. Of these, 2,858 served Europe and 452 served Central Asia. Cargo moved totaled 3.753 mln tons, up 6.2%, and shipments reached 318,000 TEU, up 2.2%. Xi’an has led China for eight consecutive years on train count, freight volume and loaded-container rate.
2026-07-16

Bank of Korea Governor Shin said the central bank may raise its growth forecast in the August revision.

Bank of Korea Governor Shin said the central bank may raise its growth forecast in the August revision.
2026-07-16

Bank of Korea Governor Shin Hyun-song: Growth forecasts may be revised upward in the August revision.

Bank of Korea Governor Shin Hyun-song: Growth forecasts may be revised upward in the August revision.
2026-07-16

Bank of Korea Governor Shin said he disagrees with the view that the decision in May to keep interest rates unchanged was wrong.

Bank of Korea Governor Shin said he disagrees with the view that the decision in May to keep interest rates unchanged was wrong.
2026-07-16

Bank of Korea Governor Shin Hyun-song: I disagree with the view that the decision to keep interest rates unchanged in May was a mistake.

Bank of Korea Governor Shin Hyun-song: I disagree with the view that the decision to keep interest rates unchanged in May was a mistake.
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