Fed Governor Bowman said inflation expectations are an important data point but are not necessarily determinative of her view.

Industry sources said Ukrainian drone strikes since late October have knocked Russian refining capacity down roughly 30%. The refineries hit include three large central Russian plants in Ryazan, Yaroslavl and the Volga region with combined nominal capacity of about 300,000 t/day (≈2.2mn b/d); Russia’s total primary refining capacity is about 930,000 t/day. Sources said crude runs at Russian refineries were roughly 700,000 t/day (≈5.0mn b/d) at end-October and estimate actual processing may have fallen by as much as 200,000 t/day.

據韓國ZDNet 11月10日報道，三星電子計劃於2027年初完成下一代先進封裝技術3D Cube-H的開發，並推出首套設計工具包，隨後啓動潛在客戶評估。該技術採用混合鍵合（Hybrid Bonding），通過銅與銅直接連接實現芯片垂直堆疊，互連間距目標約爲6微米，較三星現有熱壓鍵合（TC Bonding）約25微米的最小間距明顯縮小。相比傳統技術，混合鍵合能夠提高芯片連接密度、改善散熱並降低數據傳輸能耗，適用於高性能AI芯片、GPU堆疊及邏輯芯片與HBM集成。三星希望藉此增強先進封裝競爭力，爲爭取大型科技企業AI芯片代工訂單創造條件。