New Zealand seismic agency reported a magnitude-5.5 earthquake about 40 km northeast of Milford Sound at ~18:13 local time on Sept. 2; depth ~6 km. No casualties or damage reported.

Sources say TSMC's CoWoS orders are booked through 2027, with some customers facing waits of more than a year. The supply bottleneck is increasing interest in Intel's EMIB-T packaging as an alternative. MediaTek told investors on its recent earnings call it plans to deploy both CoWoS and EMIB-T at scale for AI ASIC development; Broadcom and Meta are reportedly weighing a move from CoWoS to EMIB to reduce costs, and Google and NVIDIA have also expressed interest in EMIB-T.

Meta Platforms CEO扎克伯格：各国不应限制开放权重AI模型。