Taiwan Economic Daily reports TSMC plans to raise wafer-foundry prices for mature process nodes from January following earlier hikes on advanced nodes. IC design firms said they will still seek more foundry capacity for next year than they secured this year to support growth. Designers noted that rising mature-node pricing in 1H—from OSATs and non‑TSMC foundries—has already pushed up production costs and led to product price negotiations with clients; a TSMC increase would prompt further client

2026-07-13

Taiwan Economic Daily reports TSMC plans to raise wafer-foundry prices for mature process nodes from January following earlier hikes on advanced nodes. IC design firms said they will still seek more foundry capacity for next year than they secured this year to support growth. Designers noted that rising mature-node pricing in 1H—from OSATs and non‑TSMC foundries—has already pushed up production costs and led to product price negotiations with clients; a TSMC increase would prompt further client renegotiations and downstream cost pass‑throughs.

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2026-07-13

韩国KOSPI指数回落至7400点下方,日内跌1.13%。

2026-07-13

7月10日,巴菲特指数(沪深300市值/GDP)回落至91.98%,大周期看仍在十年波动区间上端附近震荡;股债性价比指标——沪深300指数股权风险溢价(ERP)上升至5.24%,7月以来基本保持在5.2%附近波动,处于2024年10月以来波动区间下端,暗示目前股市相对国债收益优势不明显。 注:1、巴菲特指数是通过将股市总市值和GDP来比较,判断目前股市是否高估,通常70-100%为正常估值,低于该区间为低估,高于该区间为高估。 2、沪深300指数风险溢价(ERP)主要对比沪深300收益和国债收益率,统计近10年数据可以发现该指标和股指有明显反向关系,每次股市都处于底部区域时,风险溢价均超过6%,也就是当ERP≥6%,股市有投资性价比,而当ERP≤4%时,则股市往往接近或处于阶段性高点,投资性价比低甚至要小心回调风险。