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上交所官網顯示,因等待財報更新,廣東鈳銳鍶數控技術股份有限公司科創板IPO審覈狀態變更爲“中止”。
2026-06-29
上交所官網顯示,因等待財報更新,廣東鈳銳鍶數控技術股份有限公司科創板IPO審覈狀態變更爲“中止”。
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2026-06-29
Samsung Electronics and SK Hynix have announced large-scale investment plans. Morningstar analyst Jing Jie Yu says SK Hynix’s Yongin semiconductor cluster carries total investment commitments of about 600 trillion won; if the new commitments are standalone investments, they could imply material oversupply risk over the next decade, a concern that pushed shares lower intraday. He retains a view that memory-chip pricing is cyclical over the long run, expects new capacity will take at least 2–3 yea
Samsung Electronics and SK Hynix have announced large-scale investment plans. Morningstar analyst Jing Jie Yu says SK Hynix’s Yongin semiconductor cluster carries total investment commitments of about 600 trillion won; if the new commitments are standalone investments, they could imply material oversupply risk over the next decade, a concern that pushed shares lower intraday. He retains a view that memory-chip pricing is cyclical over the long run, expects new capacity will take at least 2–3 years to come online, and that early output will likely be demand-accretive but later capacity peaks meeting slowing demand typically lead to oversupply. Yu adds that persistent shortages and large cash generation are driving a wave of capacity investment, but unless hyperscale cloud providers’ returns sustain volume and price growth across the cycle, that expansion is unlikely to be maintained over the next ten years.
2026-06-29
韓國氣候、能源和環境部長:提出計劃,擬將韓國的電力系統從以大型發電廠爲中心的系統轉向以可再生能源爲主力的系統,目標是建立能夠支持高耗能半導體制造廠的穩定電力系統。
韓國氣候、能源和環境部長:提出計劃,擬將韓國的電力系統從以大型發電廠爲中心的系統轉向以可再生能源爲主力的系統,目標是建立能夠支持高耗能半導體制造廠的穩定電力系統。
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