日本7月設備利用指數 107.7，前值107.2。

Samsung Electronics and SK Hynix rejected a Korea Electric Power Corp (KEPCO) proposal for prepaid power totaling about KRW25 trillion — roughly five years of bills — intended to fund grid upgrades for a new technology cluster, foreign media report. KEPCO said a spokesperson via text that the two companies ultimately declined the offer. Local reports said the chipmakers cited uncertainty that the current semiconductor boom will persist over a five-year prepayment horizon. The dispute underscores funding strains for Asian utilities as electricity demand from semiconductors and AI rises.

Venture Global首席執行官：隨着液化天然氣項目與數據中心展開競爭，全球設備供應鏈目前異常艱難。