Meta plans to reduce investment in its Metaverse team to save funds for its VR headset business

According to media reports, TSMC's advanced and high-priced processes such as 2nm and 3nm have seen the largest price increases; mature and specialty processes are subject to individual negotiation based on products, capacity utilization, and customer conditions. Currently, TSMC's 8-inch fabs have a capacity utilization rate exceeding 100%, and processes below 45nm are at full capacity. The construction of AI data centers is not only driving demand for GPU and HBM, but also boosting orders for mature processes such as PMIC, MCU, and analog ICs.

This is the second round of enhanced long-term bond buybacks by the Treasury, this time focusing on 20- to 30-year government bonds. After the announcement of the planned upper limit, the yield on 30-year U.S. Treasury bonds continued to rise, at one point exceeding 5.4%. In the first round of enhanced buybacks two weeks ago, the upper buyback target was also $6 billion, which was lower than some market participants had expected, and the actual buyback amounted to only $5.2 billion due to insufficient competitive bidding, according to the Treasury.