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芯闻：①马来西亚疫情失控，芯片厂关停，已波及博世、日产等；②外资疯狂抛售韩国半导体股票；③传联电再提高晶圆代工价10%；④设备供应商管理层动荡或拖累台积电美国工厂建设进度；⑤上半年国内“芯融资”近400亿元；⑥Arm营收创历史新高；⑦半导体行业机构调高预期。

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