Omdia says wafer foundry capacity tightness and rising upstream semiconductor manufacturing costs are driving up display driver IC (DDIC) prices. The firm expects market demand in H2 2026 to be weaker than H1, but sustained cost pressure will continue to support further DDIC price increases; some foundry prices may still rise in H2 2026. Foundry services account for 60–70% of DDIC production cost, with wafer cost about 40%, implying foundry price moves will directly affect DDIC makers’ cost stru

2026-07-16

Omdia says wafer foundry capacity tightness and rising upstream semiconductor manufacturing costs are driving up display driver IC (DDIC) prices. The firm expects market demand in H2 2026 to be weaker than H1, but sustained cost pressure will continue to support further DDIC price increases; some foundry prices may still rise in H2 2026. Foundry services account for 60–70% of DDIC production cost, with wafer cost about 40%, implying foundry price moves will directly affect DDIC makers’ cost structures and pricing/margin dynamics.

其他消息
2026-07-15

Deutsche Bank reiterated a Buy rating on Tesla with a $465 PT. The bank expects Q2 adjusted EPS of $0.36, below street consensus of $0.47. It still projects full-year vehicle deliveries of about 1.77m, implying mid- to high-single-digit growth from 1.63m last year. Robotaxi rollout has lagged market expectations and remains concentrated in Austin; Deutsche Bank notes no major accidents in Austin commercial operations to date, which it views as supportive for geographic expansion. Cybercab produc

2026-07-16

1. 称通胀还会进一步降低——特朗普:好消息,民主党造成的通胀已经大幅下降,我们还会进一步降低。让美国再次伟大! 2. 众议院投票通过永久实行夏令时的法案——特朗普:好消息!众议院通过了我支持的法案,永久实施夏令时。 3. 将敦促防务企业加快武器生产 ——特朗普计划参加在美国陆军战争学院主办的为期两天的“国防与创新峰会”闭幕圆桌讨论,将敦促美国顶级防务企业高管加快武器生产,并扩大制造能力。 4. 批判拜登的政策 ——特朗普:美国的犯罪率大幅下降,“睡王拜登”的开放边界政策让2500万人不受限制、不经过审查地涌入我们的国家。许多人是罪犯,我们必须把他们赶出去。 5. 支持以色列从黎巴嫩撤军——特朗普:以色列从黎巴嫩部分地区撤军将是一件好事。 6. 与伊拉克关系变好——特朗普:我们与伊拉克的关系,我想说,从不太好变成了非常好。我们将与伊拉克建立长期关系。 7. 称伊朗“最好的导弹”已所剩无几 ——特朗普:伊朗这个阶段已经在很大程度上用尽了他们“最好的导弹”,但如果你回顾过去四五天,他们发射了很多导弹——几乎每一枚都被击落了。 8. 认为俄乌冲突会在其任期内结束——特朗普在专访中表示,他认为