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On June 23, Barclays announced that it has raised its target for the S&P 500 index to 7800 by the end of 2026, up from the previous target of 7650.

[Barclays Raises S&P 500 Index Target to 7800 by End of 2026]On June 23, Barclays announced that it has raised its target for the S&P 500 index to 7800 by the end of 2026, up from the previous target of 7650.

Barclays Raises S&P 500 Index Target to 7800 by End of 2026

On June 23, semiconductor industry reporter Tim Culpan reported exclusively through his platform Culpium, based on industry insiders, that TSMC's management has been urging its business development and sales teams to find ways to increase charges since the beginning of this year. Insiders stated that after observing memory chip manufacturers successfully raising prices due to favorable industry conditions, TSMC also aims to share in this round of price increase benefits. Management has instructed the sales team to communicate the price hikes in conjunction with TSMC's technological leadership and value proposition, emphasizing the competitive advantages brought by its advanced processes and manufacturing capabilities, thereby paving the way for future price adjustments across multiple process nodes. TSMC has informed customers that all advanced process nodes will see price increases, including all processes at 7 nanometers and below (more advanced nodes). This indicates that the scope of the price increase has expanded several times compared to previous customer concerns. Data shows that the 3-nanometer process accounted for only 25% of TSMC's wafer revenue in the first quarter of this year, while the entire advanced process product portfolio accounted for 75% of wafer sales. It is reported that some price increase measures have already begun to be implemented; even customers who have not yet formally executed orders have been asked to incorporate a higher cost structure in their purchase orders in advance. As for the specific increase rates, it is still difficult to confirm accurately. The data provided by insiders varies, indicating that the price increase may differ based on customers, process nodes, and product categories. However, the market generally believes that the increase range is approximately 5% to 10%. Click the link below to join the Beating · Feishu AI news channel, which monitors global AI hotspots and news 24/7.

[Culpium: TSMC Issues Price Increase Notice to All Advanced Process Customers]On June 23, semiconductor industry reporter Tim Culpan reported exclusively through his platform Culpium, based on industry insiders, that TSMC's management has been urging its business development and sales teams to find ways to increase charges since the beginning of this year. Insiders stated that after observing memory chip manufacturers successfully raising prices due to favorable industry conditions, TSMC also aims to share in this round of price increase benefits. Management has instructed the sales team to communicate the price hikes in conjunction with TSMC's technological leadership and value proposition, emphasizing the competitive advantages brought by its advanced processes and manufacturing capabilities, thereby paving the way for future price adjustments across multiple process nodes. TSMC has informed customers that all advanced process nodes will see price increases, including all processes at 7 nanometers and below (more advanced nodes). This indicates that the scope of the price increase has expanded several times compared to previous customer concerns. Data shows that the 3-nanometer process accounted for only 25% of TSMC's wafer revenue in the first quarter of this year, while the entire advanced process product portfolio accounted for 75% of wafer sales. It is reported that some price increase measures have already begun to be implemented; even customers who have not yet formally executed orders have been asked to incorporate a higher cost structure in their purchase orders in advance. As for the specific increase rates, it is still difficult to confirm accurately. The data provided by insiders varies, indicating that the price increase may differ based on customers, process nodes, and product categories. However, the market generally believes that the increase range is approximately 5% to 10%. Click the link below to join the Beating · Feishu AI news channel, which monitors global AI hotspots and news 24/7.

Culpium: TSMC Issues Price Increase Notice to All Advanced Process Customers

On June 23, the ADP employment change in the U.S. for the week ending June 6 increased by 30,750, compared to the previous value of 25,500. (Jin Shi)

[ADP Employment Change in the U.S. for the Week Ending June 6 Increases by 30,750]On June 23, the ADP employment change in the U.S. for the week ending June 6 increased by 30,750, compared to the previous value of 25,500. (Jin Shi)

ADP Employment Change in the U.S. for the Week Ending June 6 Increases by 30,750

On June 23, the CEO of UniCredit stated that the digital euro is more oriented towards the retail sector.

[CEO of UniCredit: Digital Euro More Focused on Retail Sector]On June 23, the CEO of UniCredit stated that the digital euro is more oriented towards the retail sector.

CEO of UniCredit: Digital Euro More Focused on Retail Sector

On June 23, Counterpoint Research released its latest forecast, predicting that the global memory market will continue to maintain growth momentum in the first half of 2027. However, the possibility of significant price adjustments in the second half of next year cannot be completely ruled out. The agency expects the global memory market size to reach 150 trillion won this year, with a further growth of 40% to 210 trillion won by 2027. Additionally, the share of server memory is expected to remain high at 56-57%, a significant increase compared to 37% in 2025.

[Agency: Global Memory Market Expected to Reach 150 Trillion Won This Year]On June 23, Counterpoint Research released its latest forecast, predicting that the global memory market will continue to maintain growth momentum in the first half of 2027. However, the possibility of significant price adjustments in the second half of next year cannot be completely ruled out. The agency expects the global memory market size to reach 150 trillion won this year, with a further growth of 40% to 210 trillion won by 2027. Additionally, the share of server memory is expected to remain high at 56-57%, a significant increase compared to 37% in 2025.

Agency: Global Memory Market Expected to Reach 150 Trillion Won This Year

On June 23, according to The Wall Street Journal, the US Department of Energy will provide a $17.5 billion loan for financing nuclear energy projects. The loans will accelerate the construction of ten reactors in the United States. The funding will support Westinghouse's AP1000 reactors.

[US Department of Energy to Provide $17.5 Billion Loan for Nuclear Projects]On June 23, according to The Wall Street Journal, the US Department of Energy will provide a $17.5 billion loan for financing nuclear energy projects. The loans will accelerate the construction of ten reactors in the United States. The funding will support Westinghouse's AP1000 reactors.

US Department of Energy to Provide $17.5 Billion Loan for Nuclear Projects

U.S. stock futures have widened their losses, with Nasdaq 100 futures falling over 3%. S&P 500 futures are down 1.5%, and Dow futures have decreased by 0.5%.

[U.S. Stock Futures Decline, Nasdaq 100 Futures Drop Over 3%]U.S. stock futures have widened their losses, with Nasdaq 100 futures falling over 3%. S&P 500 futures are down 1.5%, and Dow futures have decreased by 0.5%.

U.S. Stock Futures Decline, Nasdaq 100 Futures Drop Over 3%

On June 23, UBS and Nethermind completed a compliance proof of concept (PoC) on the public Ethereum network. The testing was conducted on the Sepolia network and did not involve any actual transactions.

[UBS and Nethermind Complete Compliance Proof of Concept on Public Ethereum Network]On June 23, UBS and Nethermind completed a compliance proof of concept (PoC) on the public Ethereum network. The testing was conducted on the Sepolia network and did not involve any actual transactions.

UBS and Nethermind Complete Compliance Proof of Concept on Public Ethereum Network

On June 23, Swiss cryptocurrency financial services provider Bitcoin Suisse AG received a Crypto Asset Service Provider (CASP) license under the MiCAR framework.

[Bitcoin Suisse Obtains MiCAR Crypto Asset Service Provider License]On June 23, Swiss cryptocurrency financial services provider Bitcoin Suisse AG received a Crypto Asset Service Provider (CASP) license under the MiCAR framework.

Bitcoin Suisse Obtains MiCAR Crypto Asset Service Provider License

火币HTX报道，6月22日电，美光科技与Anthropic公司宣布达成协议，将扩大下一代人工智能的规模。

【美光科技与Anthropic达成内存和存储供应协议】火币HTX报道，6月22日电，美光科技与Anthropic公司宣布达成协议，将扩大下一代人工智能的规模。

美光科技与Anthropic达成内存和存储供应协议

SpaceX IPO Unlock Timeline

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The 'Chip' Challenge and Breakthroughs in China's Optical Industry Chain

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Cursor's New 1.5T Model Abandons Kimi Foundation, $60 Billion Stock Swap for Cursor, Musk's First Move Targets Microsoft's GitHub

3B Small Model's Programming Scores Rival Opus 4.5, Mysterious Model Sparks Heated Discussion, Turns Out to be Domestic

Breaking: Google Gemini Co-Head Poached by OpenAI

Intel CEO Liwu Chen's First Podcast Interview: Our Goal is '10x in 5-10 Years', Betting on Advanced Packaging, Glass Substrate, and Synthetic Diamond

Optical Chips: Collective Capacity Expansion

Google's AI Talent Loss: A Stress Test or a Prelude to an 'Obituary'?

Article

RBC Strategist Says U.S. Stocks Can Withstand Two Fed Rate Hikes

Federal Reserve Overnight Reverse Repo Usage at $3.925 Billion on Monday

美光科技与Anthropic达成内存和存储供应协议

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