美联储在固定利率逆回购操作中总计接纳了4个对手方的39.25亿美元。

1. 台积电28nm较年初减产25%。 2. 韩国央行警告：存储芯片景气周期或推高通胀压力。 3. 存储芯片公司英韧科技完成IPO辅导，主营业务为高性能固态硬盘主控芯片的设计与供应。 4. 闪迪新专利：将NAND闪存堆叠在计算芯片下方，破解存储瓶颈。 5. 电脑用内存、固态硬盘货源紧张、成本大涨，部分机型较年初涨幅已超过20%。 6. 长江存储出售武汉新芯39%股权。 7. IC设计厂瑞昱、联发科将针对成熟制程产品调价。 8. 澜起科技：近日成功送样DDR5第六子代RCD芯片。 9. 沪硅产业：在300mm半导体硅片领域持续突破。 10. 兆易创新：存储行业历史上呈现显著的周期性波动特征，供给与需求终将走向再平衡。

Japanese Prime Minister Takaichi said she accepts the Bank of Japan’s recent rate hike and reiterated the need for close government–BoJ coordination on monetary policy. She said the government expects the central bank to act in line with economic, price and financial developments to sustainably achieve a 2% price-stability target. May nationwide CPI rose 1.4% YoY, partly held down by state aid capping energy costs. Takaichi’s administration has prepared a supplementary budget to cushion households from the Middle East shock in coming months. The BoJ expects conflict-driven higher energy prices to add notable upside to inflation, lifting economists’ odds of another BoJ hike this year, possibly as early as September.