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Real-time News
TSMC: Sales revenue for the first six months of this year reached NT$2.4 trillion, a year-on-year increase of 35.6%.July 13th, Futures News: According to Zhonglianjin Information Network, sulfur prices generally increased today. In Shandong, Qicheng Petrochemical and Zhenghe Petrochemical quoted liquid sulfur at 8950 yuan/ton, up 250 yuan/ton from the previous period; Dongming Petrochemical quoted solid sulfur at 9400 yuan/ton, up 150 yuan/ton from the previous period, and its liquid sulfur at 9100 yuan/ton, up 100 yuan/ton; Wantong Petrochemical quoted solid sulfur at 8707 yuan/ton, up 100 yuan/ton. At ports, Zhenjiang Port quoted 8950-9050 yuan/ton, up 100-100 yuan/ton from the previous period; Dafeng Port quoted 8930-9030 yuan/ton, up 100-100 yuan/ton from the previous period. In addition, Xintai Petrochemical has not yet provided a quote due to unit maintenance, Huifeng Petrochemical has not yet provided a quote due to unit shutdown, Qingdao Refining & Chemical has not yet provided a quote, and Shangneng Petrochemical, Jincheng Petrochemical, Huaxing Petrochemical and Shenchi Chemical have not yet provided quotes.July 13th - According to data released by market research firm Counterpoint Research on the 13th, the bill of materials (BOM) cost of the iPhone 18 Pro Max, equipped with 12GB of RAM and 1TB of storage, is expected to increase by approximately $300 compared to its predecessor. The primary reason for the cost increase is expected to be rising memory prices. In addition, the use of a 2-nanometer system-on-a-chip (SoC) and the latest packaging technology are also considered significant factors driving up costs. While the cost of the camera module, which utilizes new technologies, is expected to increase slightly, the prices of the display and some components are expected to decrease, thus partially offsetting the overall cost increase.July 13th - According to South Korean media reports, industry insiders revealed on Monday that Samsung Electronics has begun preparations for the production of Teslas (TSLA.O) next-generation artificial intelligence (AI) chip, the AI5. Previously, a Samsung executive posted on LinkedIn that Teslas AI5 chip had completed the tape-out process, meaning that the final design work before mass production has been completed. The AI5 is a chip developed by Tesla to provide computing power for its Full Self-Driving (FSD) system, the Optimus humanoid robot, and AI data centers.South Korean President Lee Jae-myung: He will guide the government to support three key projects: semiconductors, artificial intelligence data centers, and physical artificial intelligence.
