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Market misjudgment? Report: TSMC's first-generation CoPoS may not use glass substrates, and has never considered using glass interposers.

Market misjudgment? Report: TSMC's first-generation CoPoS may not use glass substrates, and has never considered using glass interposers.

``` Market discussions surrounding TSMC’s CoPoS advanced packaging technology have recently intensified, and Taiwan’s technology stocks have entered an unusually speculative and active phase as a result. According to several core supply chain sources interviewed by Taiwan Tech, there is significant deviation in the market’s interpretation of the

Lagarde: May resign early as President of the European Central Bank to join French politics

Lagarde: May resign early as President of the European Central Bank to join French politics

President of the European Central Bank, Christine Lagarde, said she does not rule out the possibility of ending her current term early to participate in French politics. According to Bloomberg, when asked by Les Echos whether she would consider leaving early if macro uncertainties subside, Lagarde replied: “That is a

JPMorgan warns: If the Federal Reserve raises interest rates early, gold prices may fall below 4000 again or even test 3500-3600.

JPMorgan warns: If the Federal Reserve raises interest rates early, gold prices may fall below 4000 again or even test 3500-3600.

The Federal Reserve’s policy path has once again become the core variable for gold pricing. JPMorgan’s latest precious metals research report points out that as both physical and retail demand cools off simultaneously, gold ETF flows—highly sensitive to interest rates—have again taken the lead in marginal

Korean stock market leverage out of control: $45 billion in funds surge, SK Hynix single ETF dwarfs US tech giants in scale

Korean stock market leverage out of control: $45 billion in funds surge, SK Hynix single ETF dwarfs US tech giants in scale

``` The degree of leverage in the South Korean stock market is reaching extremes at an unprecedented pace. The rapid expansion of leveraged ETFs is reshaping the market's capital structure and pushing systemic risk to historic highs. According to the latest data from The Kobeissi Letter, the assets under

Upgrade cycle narrative faces setbacks as UBS survey shows Apple’s AI features fail to ignite upgrade enthusiasm

Upgrade cycle narrative faces setbacks as UBS survey shows Apple’s AI features fail to ignite upgrade enthusiasm

``` Apple's artificial intelligence feature, Apple Intelligence, has failed to become the catalyst for the iPhone upgrade super cycle anticipated by Wall Street. The latest UBS survey shows that consumers’ willingness to upgrade devices early due to AI features continues to decline, placing renewed pressure on market confidence in

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What does DeepSeek's price surge mean? Goldman Sachs: Domestic large model competition is returning to rationality.
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``` What does DeepSeek's price surge mean? Goldman Sachs: Domestic large model competition is returning to rationality. ```

``` Raising API prices during peak hours is becoming an important signal of a shift in the competitive landscape of the domestic large model industry. Goldman Sachs’ July 3rd research report points out that DeepSeek’s implementation of peak-hour price adjustments starting in mid-July does not indicate weakening demand. On the

Geopolitical easing reshapes the narrative of energy shocks, Banque de France Governor Villeroy: The ECB is in a "good position."

Geopolitical easing reshapes the narrative of energy shocks, Banque de France Governor Villeroy: The ECB is in a "good position."

``` As geopolitical tensions ease and oil prices fall, the eurozone's energy input-driven inflation pressure continues to diminish, and market expectations for further interest rate hikes by the European Central Bank have cooled significantly. On July 3, French central bank governor and ECB governing council member François Villeroy de