中芯國際聯合首席執行官趙海軍：第二季度毛利率強勁，得益於更高的平均售價和超預期的利用率。

標普500科技板塊已有75%的成分股站上200日均線，爲2024年10月以來最高，並結束連續219個交易日低於該水平的狀態；納斯達克100也升至約69%。這意味着本輪上漲正從少數半導體和大型科技股，擴散至更多軟件、硬件及IT服務公司。 這種變化比指數創新高更有意義。5月標普500上漲時，全市場只有約53%的股票站上200日均線，行情高度集中；如今科技板塊長期趨勢明顯改善，單一龍頭回調對板塊的衝擊有望降低。

Market sources circulated a customer letter saying Nan Ya will raise prices of substrates and base materials by 20% from Sept. 1, citing large increases in costs for copper foil, glass fiber cloth and resins. Nan Ya said the price increase is real and it has negotiated multiple price adjustments with customers this year as material costs rose, but the circulated document is not an official external price notice and the company has not implemented a blanket, one‑time 20% across‑the‑board increase. Electronic-material prices have been adjusted repeatedly this year, with cumulative gains of more than 100%.