Futures Hotspot Tracking

金十2026/03/13 02:17

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Iron ore futures rose more than 3%, boosted by expectations of tightening liquidity in the spot market. Institutional analysis indicates that amid mixed bullish and bearish factors, iron ore prices are expected to show a volatile but strong trend in the short term. However, caution is advised regarding potential "negative feedback" risks in the future.

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German equipment manufacturer SCHMID has disclosed that it is collaborating with core firms in the supply chains of Intel, Nvidia, and AMD to develop glass substrate production equipment. Glass substrates are expected to replace silicon interposers, enhancing packaging density and data transmission capacity, and allowing for the integration of more HBMs. However, obstacles remain in the TGV metallization process, end-customer certification has not yet been completed, and large-scale commercialization will still take time.

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