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06:51
US-Iran conflict disrupts semiconductor supply; Israeli wafer fab clients urgently shift orders
格隆汇 March 3rd丨Recently, VIS (Vanguard International Semiconductor) has seen a surge in orders for mature process technologies, becoming one of the alternative solutions amid supply disruptions of wafers in the Middle East. PSMC (Powerchip Semiconductor Manufacturing Corporation) also stated that its order volume has significantly rebounded and is closely monitoring market changes. Behind this, Tower, Israel's largest and one of the world's top ten wafer foundries, is facing shipment obstacles, and its downstream customers have officially started shifting their orders. According to available information, the company mainly focuses on high-voltage and special mature process technologies, covering products such as power management ICs, power devices, CIS sensors, RF, MEMS, and analog signal ICs. Its technical structure is similar to that of VIS and PSMC.
06:46
Spot silver fell 3.00% intraday, while spot gold dropped $20 in the short term.
Jinse Finance reports that spot silver fell 3.00% intraday, currently quoted at $86.53/ounce. Spot gold briefly dropped $20, currently quoted at $5311/ounce. 
06:39
Japanese and South Korean stock markets plunge! Japanese stocks fall 3%, marking the largest drop since November 2023; South Korean stocks drop over 7%, the largest decline since August 2024.
格隆汇 March 3rd|Due to the ongoing escalation of tensions in the Middle East, Japanese and Korean stock markets suffered a sharp decline today.
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