ServiceNow expands partnership with Google (GOOG.O), integrating ServiceNow industry workflows into GEMINI Enterprise for the first time.

元大投顧分析指出，隨着光通訊傳輸進入1.6T與3.2T時代，相關材料升級需求持續增長，ABF載板、覆銅板及玻纖布等領域值得關注。尤其在AI的GPU、ASIC及高性能計算（HPC）需求推升下，高階載板出貨價量齊揚，ABF載板、BT載板及高密度互連板（HDI）的整體產能利用率預計維持高位。該機構預計，今年下半年起，相關產品有望實現每季度10%至15%的價格漲幅。 統一投顧也表示，上游材料短缺正推動新一輪漲價，漲價壓力已傳導至覆銅板領域，預計漲幅約爲10%至15%，相關調價將於11月起正式生效。其中，2116、1080和1078等型號的薄型玻纖布，由於織布設備擴產速度有限，短期供應趨緊。該機構建議，持續關注PCB產業鏈的長期投資機會。 華南投顧從封裝技術升級的角度分析稱，隨着AI芯片向大尺寸封裝發展，IC載板尺寸已從100毫米×100毫米進一步向150毫米×150毫米邁進；PCB層數也由30至40層提升至70層以上，推動產品附加值持續提高。該機構預計，今年載板行業總產值同比增長約40%，HDI及高多層板領域的增長率則有望達到32%。

At a Mississippi rally Monday, Trump called the twice‑annual clock change “ridiculous” and said it “drives everyone crazy,” urging the Senate to move to permanent daylight saving time. The Sunshine Protection Act passed the House earlier this year but remains stalled in the Senate. Absent action, most of the U.S. will revert to standard time on Nov. 1 (this Sunday), moving U.S. financial market hours and the timing of economic data releases one hour later than during daylight saving time.