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Bank of Japan board member Sato Ayano said it is difficult to determine whether recent inflation is being driven by costs or by demand.
2026-06-30
Bank of Japan board member Sato Ayano said it is difficult to determine whether recent inflation is being driven by costs or by demand.
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2026-06-30
TrendForce's latest survey: wafer foundry capacity is reallocating toward AI-related products as demand from AI servers, general-purpose servers and edge AI accelerates, altering mature-node supply/demand. 200mm (8-inch) nodes are benefiting from incremental Power IC orders and output cuts at TSMC and Samsung, pushing utilization and contract pricing higher. On 300mm (12-inch) mature nodes, TSMC-led cutbacks are expected to trigger medium-to-long-term order shifts. Strong demand for Power ICs at
TrendForce's latest survey: wafer foundry capacity is reallocating toward AI-related products as demand from AI servers, general-purpose servers and edge AI accelerates, altering mature-node supply/demand. 200mm (8-inch) nodes are benefiting from incremental Power IC orders and output cuts at TSMC and Samsung, pushing utilization and contract pricing higher. On 300mm (12-inch) mature nodes, TSMC-led cutbacks are expected to trigger medium-to-long-term order shifts. Strong demand for Power ICs at 55nm and above has prompted Taiwanese foundries to scale back High-Voltage (HV) process output, redirecting orders to mainland Chinese suppliers. Combined with AI-driven application demand and raw-material inflation, TrendForce estimates upward pressure on mature-node foundry prices will persist through 2027.
2026-06-30
【期货热点追踪】美元指数持续高位运行,美伊谈判信号再现分歧,贵金属价格全线走低!当前市场核心定价逻辑是.....点击阅读。
【期货热点追踪】美元指数持续高位运行,美伊谈判信号再现分歧,贵金属价格全线走低!当前市场核心定价逻辑是.....点击阅读。
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