cenc reported a M3.2 earthquake at 12:25 Beijing time on July 9 in Gaoxian County, Yibin, Sichuan (28.52°N, 104.69°E); depth 5 km.

Industry sources say Samsung Electronics has raised supply prices for new customers by about 15%, concentrated on in-demand advanced processes (4nm, 5nm) and some automotive 8nm. TSMC has notified major clients it plans to lift supply quotes for 3nm, 5nm and 7nm by roughly 5–10%. Market focus is less on the headline increases than on a change in pricing logic: same-node price hikes, once uncommon absent a node transition, are occurring as AI-driven capex expands and supply tightness persists, boosting foundries’ bargaining power. Industry participants say TSMC is leading re-pricing within existing nodes. If the AI investment cycle and advanced-node demand tightness continue, the upward pricing trend in wafer-foundry services may persist.

倫敦金屬交易所(LME)：鎳庫存持平，錫庫存減少110噸，銅庫存減少2900噸，鋁庫存減少1600噸，鋅庫存減少400噸，鉛庫存持平。