Supply-chain sources say TSMC (TSM.N) has cut 28nm monthly wafer starts at Fab 15A from about 200,000 at the start of the year to roughly 150,000, a reduction of over 25%. The company plans to redeploy 28nm capacity to support middle-layer applications and is gradually exiting low-margin orders.

Germany’s defense minister Boris Pistorius said President Trump bears responsibility for the closure of the Strait of Hormuz, adding that “ultimately the plug in this bottleneck was pushed in by Trump, not us, but we have an interest in pulling it back out.” He said Iran had earlier agreed under a preliminary deal signed by Trump and Iranian president Pezeshkian to reopen the waterway and shipping flows had begun to resume, but Iran on Saturday said it had reclosed the route citing Israeli strikes in Lebanon. Pistorius said keeping the Strait open, or ensuring safe passage, is in Europe’s energy-security and economic-recovery interest.

馬來西亞林吉特兌美元跌0.4%至4.152，創2025年11月24日以來最低水平。