Aug 12 — SMM said two leading N-type wafer producers have resumed quoting. Latest prices: 183mm N-type 0.9 yuan/wafer; 210R N-type 1.0 yuan/wafer; 210mm N-type 1.1 yuan/wafer. The new round of quotes is 0.1 yuan/wafer higher than previously. SMM said the rise is closely linked to cost-side policies and higher procurement costs, which have pushed up furnace processing costs.

Rocket Lab：力爭今年完成Neutron火箭首次發射。

Business Insider analyst William Edward outlines two market-moving outcomes for Wednesday's CPI. Scenario 1 — hot CPI: equities fall as stagflation risk rises. Investors had hoped July's weak jobs would justify eventual Fed cuts, which underpinned recent risk gains; but given hawkish Fed rhetoric on fighting inflation, a strong CPI could prompt further rate tightening. Unlike employment, hotter-than-expected CPI is unambiguously negative for markets. Scenario 2 — cooling CPI: stocks rally. Any print below ~3% would be read as slowing price growth, reducing pressure on the Fed, potentially reversing hikes priced for later this year or making cuts more plausible; even a neutral slowdown could loosen tightening expectations.