Williams said the Fed is actively discussing inflation scenarios.

1. 消息称三星晶圆代工部分制程涨价。 2. 小摩坚定唱多三星：全球“最便宜存储股”，盈利爆发周期将延续。 3. 长鑫科技7月16日开启新股申购。 4. SK海力士美国IPO获超7倍超额认购。 5. 贝恩资本高位清仓闪存芯片厂商铠侠。 6. 三星电子支持的韩国AI芯片创企Rebellions计划明年在韩IPO。 7. 消息称台积电大幅扩展PIC产能，预计2028年将达到每月2.5万片。 8. 美银：半导体回调属健康修正，重申对美光的“买入”评级。 9. 雅创电子：预计上半年净利润同比增长439%-561%，持续深化与上游存储、被动器件厂商的战略合作。 10. 机构：存储成本飙升，400美元以下全球智能手机市场将下滑22%。

At the morning open, China's front-month futures were mostly higher. Fuel oil, low-sulfur fuel oil (LU) and SC crude oil rose more than 5%; methanol gained over 3%; benzene, asphalt, propylene and liquefied petroleum gas (LPG) were up around 3%. On the downside, container freight on the Europe route fell over 4%, Shanghai silver dropped nearly 4%; platinum, palladium and polysilicon declined more than 2%; Shanghai gold, Shanghai tin and stainless steel (SS) were down over 1%.