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聯準會主席首場傑克森霍爾談話偏鷹Fed Chair Delivers Hawkish Jackson Hole Debut談話重申 2%通膨目標，並指出若物價未持續降溫仍有工作要做；市場對 9 月升息的定價由約 35%跳升到 5 成以上。Remarks reaffirmed the 2% inflation target and noted more work remains if price pressures fail to cool sustainably, sending September rate hike odds from roughly 35% to over 50%. 讀全文 →Read →

費半單日重挫 3.47%SOX Drops 3.47% in Single-Session Plunge費城半導體指數 8 月 28 日下跌 412.5 點、跌幅 3.47%；標普 500 下跌 0.25%、那斯達克下跌 0.52%，道瓊幾乎持平。The Philadelphia Semiconductor Index fell 412.5 points, or 3.47%, on Aug. 28; the S&P 500 slipped 0.25%, the Nasdaq lost 0.52%, and the Dow ended virtually flat. 讀全文 →Read →

台股逆勢收紅、量能站上 1.069 兆TAIEX Defies Slump to Close Higher on NT$1,069.0 Billion Volume加權指數 8 月 28 日收 46,331 點、上漲 0.77%，成交量 1.069 兆元，站回所有均線之上；韓國KOSPI同日下跌 1.79%。The TAIEX closed at 46,331 on Aug. 28, up 0.77% on turnover of NT$1,069.0 billion to reclaim all key moving averages, while South Korea's KOSPI shed 1.79%. 讀全文 →Read →

通膨高於目標已 65 個月Inflation Exceeds Target for 65 Consecutive Months聯準會偏好的個人消費支出物價指數年增 3.7%，近 6 個月的年化速度在 4%以上；199 個細項中有 54%的漲幅超過 3%。The Fed's preferred PCE price index rose 3.7% year-over-year, running at an annualized pace above 4% over the past six months, with 54% of 199 components advancing over 3%. 讀全文 →Read →

功率半導體傳第 3 波漲價Power Semiconductor Makers Eye Third Wave of Price Hikes市場消息指 10 月起可能對未簽約部分調價 10% 到 15%，部分功率元件的交期已排到 52 週之後。Market reports indicate uncontracted orders could see 10% to 15% price increases starting in October, with lead times on select power discretes pushed past 52 weeks. 讀全文 →Read →

AI機櫃功率往 600kW推進AI Server Racks Advance Toward 600kW Density單櫃用電從約 120kW往 600kW、甚至 100 萬瓦推進；電力轉換的段數與規格一起上調，金氧半場效電晶體、二極體、絕緣閘雙極電晶體與碳化矽的用量隨之增加。Power consumption per rack is escalating from roughly 120kW toward 600kW and into megawatt territory, lifting power conversion stages and boosting content for MOSFETs, diodes, IGBTs, and SiC devices. 讀全文 →Read →

共同封裝光學新增第二道測試關卡Co-Packaged Optics Adds Secondary Test Insertion第二道測試安排在混合鍵合之後、最終切割之前，要檢查直流特性、接點導通、光電互轉與高速訊號，把良率管理延伸到鍵合完成之後。A second test insertion placed after hybrid bonding and before final dicing checks DC characteristics, contact continuity, optoelectronic conversion, and high-speed signaling, extending yield management downstream. 讀全文 →Read →

封測廠第 3 季展望微幅下修OSAT Trims Third-Quarter Outlook京元電子第 2 季營收 111.4 億元、季增 9.3%、年增 33.2%，低於賣方預期；第 3 季展望因人工智慧繪圖晶片客戶的設計時程而下修。King Yuan Electronics (KYEC) posted second-quarter revenue of NT$11.14 billion, up 9.3% sequentially and 33.2% year-over-year, missing sell-side estimates; third-quarter guidance was trimmed due to AI GPU customer design timelines. 讀全文 →Read →

同日 4 家外資更新同一檔載板股Four Foreign Brokers Issue Same-Day Updates on Single Substrate Maker8 月 31 日有 4 家外資機構同時發布同一檔ABF載板廠的更新報告——研究流量本身，往往就是題材熱度的溫度計。On Aug. 31, four foreign brokerages simultaneously issued updated research reports on the same ABF substrate supplier—an influx of research traffic that itself gauges market heat.