Bernstein analysts stated in a research report that with the rise of proxy AI earlier this year, the CPU market is expected to accelerate and could become a new growth engine for TSMC. The analysts currently estimate that TSMC's CPU-related revenue will reach the upper end of $30 billions by 2027, accounting for the mid-range of 10%-20% of its total revenue. Therefore, in terms of chip revenue contribution, by 2027, CPUs may become as important as AI accelerators, which include GPUs and ASICs.

Managing Director of SD Guthrie Group Malaysia: Plans to purchase fertilizer at a price of 1,700 to 1,800 ringgit per ton

Spot gold dropped more than $30 in the short term, erasing all intraday gains and hitting a new daily low of $4,374.55/oz, down about 0.30%. Earlier in the morning session, it had once risen by 1% to around $4,435/oz.

Managing Director of Malaysia's SD Guthrie Group: It is expected that the price of crude palm oil will remain supported this year, possibly ranging between 4,600 and 5,000 ringgit per kilogram.

Spot platinum just broke through the $1,750.00 per ounce mark, last quoted at $1,749.70 per ounce, down 0.18% for the day; Nymex platinum futures main contract last quoted at $1,757.3 per ounce, up 0.21% for the day.