Samsung Electronics expects HBM market share in H2 to be consistent with its overall DRAM market share.

Before the Fed decision the dollar index was flat amid unusually high outcome uncertainty. Goldman Sachs economists expect the Fed to hold today but anticipate at least one dissenting vote for a hike, noting war-driven energy-price volatility clouds the outlook. Market pricing assigns roughly a 30% chance of a rate increase today; CME data shows investors have priced in a September hike. Goldman says if the Fed holds, FX markets will focus on how much previously priced-in tightening shifts to later meetings.

日本至7月24日當週外資買進日股 9121億日元，前值由-796億日元修正爲-819億日元。