Nearly 20 global analog and power semiconductor firms will start a new round of price increases from July 1, after multiple stepped adjustments earlier this year. Vendors report full order books and improved capacity visibility. Analysts say the hikes are driven by rising wafer-foundry and raw-material costs and amplified by a surge in power-chip demand from AI data-center buildouts. Market share is expected to consolidate toward chipmakers with IDM full-chain capabilities, deep upstream ties, o

INVESCO said in a Monday survey that sovereign wealth funds and central banks managing $29 tln are reallocating toward energy assets and expressing concern about the dollar, reflecting portfolio reassessments driven by unprecedented geopolitical shifts. The survey of 90 sovereign wealth funds and 54 central banks found that amid trade tariffs, waterway closures and conflicts in Ukraine and the Middle East, investors are prioritizing diversification and portfolios able to withstand shocks and remain broadly stable. About 80% of respondents said energy security and energy-transition infrastructure are the most reliable ways to boost portfolio resilience; INVESCO said infrastructure will account for 9% of sovereign wealth fund assets by 2026. INVESCO noted that demand for energy-intensive AI infrastructure is increasing the appeal of such assets. INVESCO research head Benjamin Jones said resilience is becoming a requirement rather than a luxury.

三星集團會長李在鎔：計劃在忠清建設HBM工廠。