Oil prices rose on renewed U.S.-Iran tensions after Trump said the U.S. will not seek to extend its memorandum of understanding with Iran and threatened to bomb Oman, claiming the Gulf state could block a peace deal. The yen weakened to its lowest in two-and-a-half weeks against the dollar as persistently low FX volatility has boosted demand for carry trades—borrowing low-yield currencies to invest in higher-yielding ones—continuing to pressure the yen, ING analyst Chris Turner said. USD/JPY tra

滬深兩市成交額連續第11個交易日突破2萬億元。

Beijing, Aug 14 — A seminar hosted by the China Electronic Information Industry Development Research Institute and its AI chip evaluation/key lab said China’s new high-compute substrate materials are at an industrialization window but face material–equipment–process–terminal coordination gaps, missing standards and absence of pilot production platforms. Experts flagged risk of new supply-chain chokepoints in critical materials, specialized equipment and advanced packaging from supply–demand mismatches and supplier concentration, and said lack of reliability data and unified testing standards is deterring investment and end-user adoption. They recommended strengthened capacity monitoring and early warning, diversified supply and technical backups, cross-disciplinary joint R&D and creation of demonstration application zones to drive scenario-led domestic substitution and close the lab-to-line, materials-to-terminal industrial loop.