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Real-time News
TSMC: Sales revenue for the first six months of this year reached NT$2.4 trillion, a year-on-year increase of 35.6%.July 13th, Futures News: According to Zhonglianjin Information Network, sulfur prices generally increased today. In Shandong, Qicheng Petrochemical and Zhenghe Petrochemical quoted liquid sulfur at 8950 yuan/ton, up 250 yuan/ton from the previous period; Dongming Petrochemical quoted solid sulfur at 9400 yuan/ton, up 150 yuan/ton from the previous period, and its liquid sulfur at 9100 yuan/ton, up 100 yuan/ton; Wantong Petrochemical quoted solid sulfur at 8707 yuan/ton, up 100 yuan/ton. At ports, Zhenjiang Port quoted 8950-9050 yuan/ton, up 100-100 yuan/ton from the previous period; Dafeng Port quoted 8930-9030 yuan/ton, up 100-100 yuan/ton from the previous period. In addition, Xintai Petrochemical has not yet provided a quote due to unit maintenance, Huifeng Petrochemical has not yet provided a quote due to unit shutdown, Qingdao Refining & Chemical has not yet provided a quote, and Shangneng Petrochemical, Jincheng Petrochemical, Huaxing Petrochemical and Shenchi Chemical have not yet provided quotes.July 13th - According to South Korean media reports, industry insiders revealed on Monday that Samsung Electronics has begun preparations for the production of Teslas (TSLA.O) next-generation artificial intelligence (AI) chip, the AI5. Previously, a Samsung executive posted on LinkedIn that Teslas AI5 chip had completed the tape-out process, meaning that the final design work before mass production has been completed. The AI5 is a chip developed by Tesla to provide computing power for its Full Self-Driving (FSD) system, the Optimus humanoid robot, and AI data centers.South Korean President Lee Jae-myung: He will guide the government to support three key projects: semiconductors, artificial intelligence data centers, and physical artificial intelligence.July 13 – Europe has been maintaining air transport by importing jet fuel from the US and Asia, increasing refinery output, and drawing on reserves, but the risk of further supply disruptions has increased as tensions in the Middle East escalate again. The UK, France, and Germany are particularly vulnerable. Data released by consultancy Energy Aspects on June 18 shows that Europes jet fuel supply deficit in the third quarter is expected to approach 600,000 barrels per day, while the US and Asia-Pacific regions have supply surpluses of 116,000 barrels per day and 425,000 barrels per day, respectively. Energy Aspects stated that European jet fuel inventories stood at 38 million barrels at the beginning of June. Reuters calculations show that European inventories could only meet less than 30 days of demand, making it the tightest supply region among the worlds major jet fuel markets. Data from the International Energy Agencys latest monthly report shows that as of the end of May, jet fuel inventories were estimated to have increased by 10% year-on-year, while refinery output increased by 30%. This also means that Europe has only about a months buffer time. Energy analyst Janiv Shah said, "Based on current developments, we expect the market tightness to continue into August."
