Iran geopolitical risk escalating rapidly. Trump signals potential military operation to seize Iran’s oil and Kharg Island (main export hub), while indirect ceasefire talks via Pakistan intermediaries show some progress. 引用[18]
Bitcoin drops below $65,000 as Iran conflict hits day 30. 引用[13]
Polymarket pricing 57% chance of crude oil reaching $130/barrel. 引用[12]
European jet fuel prices surging +100% in weeks, raising rate hike speculation. 引用[14]
Semiconductor price hikes spreading beyond memory into non-memory segments - automotive chips, industrial analog, power switches, high-performance networking chips, CPUs all facing bottlenecks. 引用[5]引用[6]
Samsung Foundry warns clients that union strike could disrupt shipments; PMIC and DDIC most at-risk due to older node dependencies. 引用[20]
TSMC 2nm leak case: IP court verdict expected April 27; prosecutors collected 2nm data targeting competitor. 引用[22]
Alchip (AWS Trainium3 design partner) reserved 60,000 wpm CoWoS capacity at TSMC; Trainium3 could account for 75% of Alchip’s revenue. 引用[21]
Sumco (Japan silicon wafer giant) postponed new fab construction to upgrade existing lines, aiming to “capture rapidly growing demand for leading-edge products”. 引用[23]