Japanese Finance Minister: Prime Minister Sanae Takaichi Continues BOJ Agreement Signed During Abe Administration
On July 28, Japanese Finance Minister Katsunobu Kato stated that Prime Minister Sanae Takaichi has continued the Bank of Japan agreement signed during the Abe administration.
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"Even with money, it's unattainable"! Supply-demand imbalance intensifies, indium phosphide experiences the largest price surge in history
The explosive growth in demand for AI computing power has led to a severe shortage of indium phosphide (InP) substrates and epitaxial wafers, with prices in the fourth quarter expected to surge by more than 10%, marking the largest single increase in history. Prices have already been raised several times consecutively. Bottlenecks in upstream substrate production capacity are difficult to resolve quickly, making the supply-demand imbalance hard to address in the short term. Suppliers have stated bluntly that even if buyers are willing to pay a premium, inventory may still not be available.
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