Hong Kong Observatory issued a tropical cyclone warning and has hoisted the No.1 standby signal, effective now. The remnants of Typhoon Shadell have re-strengthened into a tropical depression off Hainan’s southeast coast and are within about 800 km of Hong Kong. Combined effects of Shadell’s remnants and the northeast monsoon are bringing generally northerly winds across Hong Kong. Terrain shielding makes widespread strong winds unlikely tonight and tomorrow morning. The No.1 signal will remain

2026-08-31

Hong Kong Observatory issued a tropical cyclone warning and has hoisted the No.1 standby signal, effective now. The remnants of Typhoon Shadell have re-strengthened into a tropical depression off Hainan’s southeast coast and are within about 800 km of Hong Kong. Combined effects of Shadell’s remnants and the northeast monsoon are bringing generally northerly winds across Hong Kong. Terrain shielding makes widespread strong winds unlikely tonight and tomorrow morning. The No.1 signal will remain in force at least until 1200 HKT on Sept. 1.

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2026-08-31

New York silver futures rose 1.00% intraday to $67.77/oz.

2026-08-31

SK海力士正考慮將之前完全委託給臺積電的基礎芯片生產,部分外包給英特爾代工,以豐富供應商體系: 1、從HBM4E開始,該公司將引入英特爾代工部分HBM基礎裸片,與臺積電形成雙供應商體系,以降低對臺積電的依賴,並增強成本與價格談判能力。 2、HBM基礎裸片就是最底層的“總控芯片”,負責管理上層內存,並高速連接GPU/CPU。 3、業內估算,HBM4基礎裸片成本約爲上層DRAM核心裸片的3—4倍,HBM4E成本或進一步上升;同時HBM大量採用長期供貨協議,代工成本上漲難以及時向客戶轉嫁。 4、若英特爾加入供應鏈,SK海力士可同時提升成本競爭力和供應穩定性。隨着HBM4進入“定製HBM”時代,基礎裸片需針對不同AI加速器定製,供應鏈多元化的重要性進一步上升。雙方合作未來還可能延伸至先進封裝,SK海力士已在評估臺積電CoWoS與英特爾EMIB方案。