Berenberg analyst Holger Schmieding expects the ECB deposit rate to reach 3% by mid-2029 (current 2.25%), revising a prior 2028 call. He says a temporary US–Iran agreement lowering energy costs could push eurozone inflation below 2% in early 2027, which could delay ECB tightening until end-2028; thereafter demographic-driven labour‑supply declines should lift wages and force the central bank back to hiking.

China's National Medical Products Administration approved Eli Lilly Nederland B.V.'s class-1 innovative drug elacestrant tosylate tablets (brand INLURIYO) for adults with locally advanced or metastatic estrogen receptor–positive (ER+), HER2–negative, ESR1‑mutant breast cancer previously treated with endocrine therapy. Approval covers use as monotherapy and in combination with abemaciclib for the same population, giving Eli Lilly market access in China for an endocrine‑therapy–resistant ER+/HER2– indication.

1. 臺積電28nm較年初減產25%。 2. 韓國央行警告：存儲芯片景氣週期或推高通脹壓力。 3. 存儲芯片公司英韌科技完成IPO輔導，主營業務爲高性能固態硬盤主控芯片的設計與供應。 4. 閃迪新專利：將NAND閃存堆疊在計算芯片下方，破解存儲瓶頸。 5. 電腦用內存、固態硬盤貨源緊張、成本大漲，部分機型較年初漲幅已超過20%。 6. 長江存儲出售武漢新芯39%股權。 7. IC設計廠瑞昱、聯發科將針對成熟製程產品調價。 8. 瀾起科技：近日成功送樣DDR5第六子代RCD芯片。 9. 滬硅產業：在300mm半導體硅片領域持續突破。 10. 兆易創新：存儲行業歷史上呈現顯著的週期性波動特徵，供給與需求終將走向再平衡。