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``` Deleveraging on the trading end is currently driving recent fluctuations in the A-share technology sector, but the key signals needed to confirm a bottom have not yet appeared. Guojin Securities' strategy noted in its July 12 report that the current transaction volume of the TMT sector as a proportion

``` TSMC is extending its price increase cycle from advanced processes to mature processes, a move that will have a profound impact on the cost structure of the entire semiconductor supply chain. On Monday, according to Taiwan Economic Daily, several IC design firms have recently received notification from TSMC about planned

``` The unprecedented AI borrowing frenzy by tech giants is pushing the global investment-grade bond market to its limits. Goldman Sachs credit strategists and traders have issued warnings, admitting that the massive bond supply from mega-cap cloud computing companies has caused severe indigestion in the market, and if this crack widens,

The US-Iran conflict continues to escalate, but Goldman Sachs believes that the impact of this war on US inflation is waning and is not enough to shake inflation expectations. The Federal Reserve is likely to keep rates unchanged this year. According to Chase Wind Trading Desk, Goldman Sachs economists David

``` TSMC is expanding at an unprecedented pace, upgrading advanced packaging from an ancillary process of wafer manufacturing to an independent strategic growth engine. The second phase base of the Chiayi Science Park has officially launched, and with the dual-factory layout in Arizona, USA, TSMC's advanced packaging footprint is

``` The credit space in South Korea’s banking system is rapidly shrinking, and the surge of leveraged capital entering the market is facing compulsory cooling. South Korea’s five major commercial banks have already exhausted more than 85% of their annual household loan growth quota in the first half of