Phison Electronics CEO Pan Jiancheng said NAND Flash supply remains tight and shortages are deepening. He expects supply-demand tightness in H2 to far exceed H1 and to worsen next year, warning the shortage will become a long-term, irreversible trend. Phison’s order book currently extends into Q1–Q2 2027.

美國總統特朗普正在簽署行政命令。

European stocks slid Tuesday morning as a global tech sell-off weighed on indices. The STOXX Europe 600 fell about 1% intraday, with technology and basic-resources the weakest sectors. European chip names ASML, ASM International, STMicroelectronics and Infineon traded down roughly 3–6% intraday. Losses in Europe were smaller than in markets such as Japan and South Korea, where chipmakers faced broader selling. Earlier media reports said SK Hynix is slowing expansion of AI-focused memory chips and refocusing on lower-cost commercial DRAM.