South Korean authorities seek to distribute growth dividends to the public.

The Bank for International Settlements said in a report on June 28 that a "historic closure" of the Strait of Hormuz triggered an energy and broader commodity supply crisis, posing a fresh threat to the global outlook. While geopolitical tensions have eased and oil prices have fallen sharply, the BIS warned the shock's effects may persist. The report said early-year resilience was supported by AI-driven optimism and stronger-than-expected global trade, but cautioned that AI-related optimism may not be durable. If supply bottlenecks continue to constrain production, the recent surge in capital expenditure may be difficult to sustain.

1. 韓媒：三星和SK集團預計將宣佈高達2000萬億韓元的投資計劃。 2. 華爲：OceanStor A800存儲斬獲IO500榜單第一。 3. 花旗：蘋果對長鑫存儲的認可將提升其全球地位。 4. 三星電機MLCC或斬獲大單，並將加碼玻璃基板。 5. 三星電子：HCB技術有望成爲未來提升HBM4E量產競爭力的重要技術基礎。 6. 機構：預估DDR2第二季合約價漲幅將達約55-60%，第三季預估將進一步上漲35-40%。 7. SK海力士擬以166美元登陸美股，機構預計有20%上漲空間。 8. 多家機構集體上調美光目標價，AI存儲需求前景獲持續看好。 9. 美銀證券：AI內存供給短缺至少會持續到明年底。 10. 內存、硬盤以及CPU、顯卡等核心配件價格普遍走高，多個電腦熱門機型售價大幅上調。 11. 多氟多：半導體級氫氟酸市場價漲約20%-30%批量供應臺積電、長鑫存儲等，規劃六氟化鎢等高端電子特氣產線。 12. 宏川智算：與長興半導體打通算力存儲供應鏈，DDR5內存條送達某頭部GPU設計廠商。