EUR/USD
1.16211
-0.037%
Gold
4469.94
-0.067%
Oil
88.679
-1.072%
USD/JPY
156.268
0.302%
GBP/USD
1.35351
0.078%
GBP/JPY
211.515
0.389%
Real-time News
On September 4th, Phison CEO Kenneth Pan stated that during recent meetings with two Flash memory manufacturers, both frankly admitted that "the shortage next year is unknown." This indicates that NAND Flash supply remains quite tight. Therefore, the market no longer needs to discuss whether Flash will be in short supply; the real key is that in this tight supply and demand situation, "whoever has the ability to secure more resources" will determine the future competitiveness of companies. Pan pointed out that the demand for semiconductors driven by AI is only just beginning. Given TSMCs continued expansion of AI-related capacity, more AI chip shipments will inevitably push up DRAM and Flash usage simultaneously. The consumption of semiconductor capacity by AI may continue for two or three decades, and will not quickly turn into oversupply within one or two years simply due to memory manufacturers expanding production.September 4th - On September 3rd, both Russia and Ukraine expressed their willingness to advance the negotiation process. Previously, both sides had launched significant attacks and exchanged harsh words. Why the change in attitude now? Chen Yu, Deputy Director of the Institute of Eurasian Studies at the China Institutes of Contemporary International Relations, analyzed that the recent relative stability in the Middle East has led the US to refocus its attention on mediating the Russia-Ukraine conflict. Especially with the US midterm elections approaching, Trump needs a so-called "peace achievement" to appease domestic voters. Furthermore, from the perspective of the conflict itself, the intense confrontation in the previous period has increased the socio-economic pressure on both Russia and Ukraine, making further large-scale offensives less effective. For both sides, using US mediation as an opportunity to signal dialogue allows them to gain tactical respite and test each others bottom lines, thus gaining the initiative for subsequent military and diplomatic maneuvers.September 4th - Industry insiders believe that due to chip shortages and supply chain bottlenecks, the price of Apples foldable phone may be significantly higher than expected. IDC predicts the average selling price of the phone will be $2,550. IDC projects that Apple will sell over 17 million foldable phones by the end of 2027, generating over $45.7 billion in revenue.Market news: According to a report from the Ukrainian General Staff, the attack by the Ukrainian side has caused two large Russian oil refining facilities to cease operation.The China Earthquake Networks Center officially reported that a magnitude 3.1 earthquake occurred at 18:44 on September 4 in Gao County, Yibin City, Sichuan Province (28.56 degrees north latitude, 104.68 degrees east longitude), with a focal depth of 5 kilometers.
