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Real-time News
May 7th - According to TrendForces latest research on the wafer foundry industry, the global mature process technology is facing a shift in supply and demand. Since the second half of 2025, TSMC and Samsung, the two major wafer foundries, have reduced their 8-inch capacity. Coupled with the continued growth in demand for power management and power from AI servers and other applications, the average 8-inch capacity utilization rate of the worlds top ten wafer foundries has rebounded to nearly 90% by 2026. Not only have 8-inch capacity utilization and foundry prices stopped falling and rebounded, but 12-inch mature processes are also expected to see order transfers due to TSMCs planned production cuts. Although there is currently no supply shortage for 12-inch mature processes, the spillover effect of TSMCs orders in the medium to long term cannot be ruled out, which could prompt Tier 2 wafer foundries to again signal price increases to customers in the second half of 2026.Shell announced a $3 billion share buyback program, which is expected to be completed in the second quarter of 2026.Haber Energy: We achieved an oil price of $79 per barrel and a European gas price of $14.7 per thousand cubic feet in the first quarter.Germanys manufacturing orders, adjusted for working days, rose 6.3% year-on-year in March, compared with 3.50% in the previous month.Germanys seasonally adjusted manufacturing orders rose 5% month-on-month in March, below the expected 1.00% and the previous reading of 0.90%.
