SK海力士(SKHY.O)：與10家客戶簽署長期芯片供應協議。長期協議定價結構旨在應對價格波動。

On today’s earnings call Porsche said the China market is slowing, the operating environment remains challenging and changes month-to-month. Management stressed a cautious, value-first strategy rather than volume growth. Without a local factory, Porsche said it has no China capacity constraint and can flex European production and schedules. Porsche delivered 14,501 cars in China in 1H, down 31.93% YoY.

A US official said on Tuesday local time that parties discussing a coordination plan for navigation through the Strait of Hormuz are not proposing transit fees or other charges for passing vessels. The official said Iran’s negotiating demands were too stringent and are being rejected by Oman, the United States and the international community.