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中文(ZH) 泡泡玛特新品遇冷:多个常规款跌幅超30%

TSMC projects $1.5T semiconductor market by 2030, driven by AI; Pop Mart collectibles see price drop · 1…

TSMC anticipates the global semiconductor market will surpass $1 trillion this year and reach $1.5 trillion by 2030, driven primarily by high-performance computing and AI. The company plans significant increases in advanced process and packaging capacity between 2026 and 2028 to meet this demand. Separately, Pop Mart's new LABUBU series experienced an unusual price drop below its retail value shortly after release, indicating a cooling market for some of its popular collectibles. AI

IMPACT TSMC's forecast highlights the immense growth potential and demand in AI-driven semiconductor markets, influencing supply chain strategies.

RANK_REASON TSMC's market projection and capacity plans represent a significant industry forecast and strategic move. [lever_c_demoted from significant: ic=1 ai=0.7]

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AI-generated summary · Google Gemini · from 1 sources. How we write summaries →

TSMC projects $1.5T semiconductor market by 2030, driven by AI; Pop Mart collectibles see price drop · 1…

COVERAGE [1]

  1. 36氪 (36Kr) TIER_1 中文(ZH) ·

    Pop Mart's new products are cold: multiple regular models fall by more than 30%

    6月25日晚间,泡泡玛特旗下头部IP LABUBU推出的“复古理发店”系列线上发售。与此前LABUBU系列发售后全线抢购、市场加价的行情不同,本次新品的多个常规款发售后,成交价随即跌破官方发行价,出现了罕见的“破发”现象。在得物App价格曲线图上发现,本次新系列的“雨过天晴”“浅蓝序曲”等款在发售半小时内成交价降为100元,较发售价便宜59元,降幅超30%。(第一财经)