现货黄金跌破4270美元/盎司，日内跌1.81%。

美、布两油短线下挫超1美元，现分别报97.64美元/桶和102.76美元/桶。

As the calendar moves into late Q3, TSMC’s 3nm and 2nm process capacity and CoWoS advanced packaging remain persistently undersupplied, supply-chain sources say. NVIDIA and Apple continue to occupy large shares of advanced-node and packaging resources. AWS has ramped wafer starts for in-house AI chips; its Annapurna unit has secured additional 3nm capacity. MediaTek, beyond handset chips and driven by a large Google TPU-related order, is also aggressively competing for 2nm/3nm process and CoWoS-S/L capacity.