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Banxico will implement measures in Q3 to manage liquidity.
2026-06-29
Banxico will implement measures in Q3 to manage liquidity.
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2026-06-30
A股算力租赁概念快速拉升,宏景科技涨超10%,润建股份逼近涨停,大位科技、铜牛信息、首都在线、网宿科技、利通电子、优刻得跟涨。
A股算力租赁概念快速拉升,宏景科技涨超10%,润建股份逼近涨停,大位科技、铜牛信息、首都在线、网宿科技、利通电子、优刻得跟涨。
2026-06-30
Counterpoint Research supply-tracking shows global wafer-foundry 2.0 market revenue rose 23% YoY to $86bn in Q1 2026. The gain was driven by strong AI GPU and AI ASIC demand, which lifted advanced-node wafer demand and pushed up advanced-packaging utilization. Counterpoint says the AI investment cycle is reshaping the semiconductor value chain and accelerating the transition to a wafer-foundry 2.0 model that tightly integrates wafer fabrication, advanced packaging and test. TSMC is the primary b
Counterpoint Research supply-tracking shows global wafer-foundry 2.0 market revenue rose 23% YoY to $86bn in Q1 2026. The gain was driven by strong AI GPU and AI ASIC demand, which lifted advanced-node wafer demand and pushed up advanced-packaging utilization. Counterpoint says the AI investment cycle is reshaping the semiconductor value chain and accelerating the transition to a wafer-foundry 2.0 model that tightly integrates wafer fabrication, advanced packaging and test. TSMC is the primary beneficiary, while leading OSATs are also seeing increased opportunities as advanced-packaging capacity emerges as a key bottleneck in the AI supply chain.
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