據伊朗伊斯蘭共和國通訊社：（關於諒解備忘錄文本）濃縮核材料的銷燬將在美伊雙方的同意和國際原子能機構監督下進行。

TrendForce said TSMC is focusing on CoPoS and has locked a 310×310 mm substrate size. It expects 2026 to be the key validation year for related equipment and materials vendors, 2027 for pilot production and H2 2028 for mass production. TSMC’s next-stage focus is expected to shift to glass substrates, with mass production likely after 2030.

JPMorgan Asset Management strategist Xu Changtai said the Fed is unlikely to adjust policy rates this year as the committee appears to be exercising patience. He noted the Fed left rates unchanged and removed an easing bias from its statement; the initial language was read as hawkish, pushing US Treasury yields higher and US equities lower overnight. He added that under the Fed’s new leadership the dual mandate of price stability and full employment and the framework that relies primarily on the federal funds rate appear to be consolidated.