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Glonghui, April 13th｜According to the Taiwan Economic Daily, TSMC’s advanced packaging capacity is in short supply, and the company is accelerating expansion both in Taiwan and the United States. Industry sources report that to meet rapid growth in AI applications from both Apple and non-Apple sectors, TSMC is fully committed to building its first advanced packaging plant in the United States (AP9), which is expected to start production in 2028 and will manufacture InFo and CoWoS packaging products. In Taiwan, the company will accelerate the expansion of SoIC capacity, with monthly output expected to reach 40,000 wafers by 2027.

BlockBeats News, April 13th, during an interview, Chairman of the U.S. Commodity Futures Trading Commission (CFTC) Mike Selig explicitly stated that the CFTC has "exclusive regulatory authority" over prediction markets, and states do not have the right to substitute federal derivatives regulation with state law. Mike Selig emphasized: "Whether the underlying involves sports, politics, or other areas, as long as it is a product offered by a trading platform under CFTC oversight, it falls under our jurisdiction." This statement comes as the CFTC is suing three states, Arizona, Illinois, and Connecticut, to solidify its regulatory dominance over prediction markets. Selig stated that the CFTC is clarifying the regulations of prediction market oversight through formal rulemaking procedures and welcomes input from all sectors on the evaluation process. In addition to prediction market disputes, Selig also mentioned the final version of the digital asset classification guidance jointly issued by the CFTC and SEC last month, which outlined clear boundaries between tokenized securities and commodities. In the future, if companies want to self-certify digital asset futures products, regulatory agencies can directly determine the nature of the token based on this classification framework, ensuring alignment between the two major institutions.

VanEck Associates Corp. stated that after Trump ordered the blockade of the Strait of Hormuz, Brent crude oil prices soared, indicating that investors’ doubts about a US-Iran ceasefire have deepened, and they are increasingly pricing in a more lasting oil price shock.VanEck cross-asset strategist Anna Wu pointed out that the market is beginning to believe that the oil price shock is no longer a short-term disruption, but a medium- to long-term scenario—oil prices may “remain at higher levels for a longer period.”This oil price rebound is more like a technical rebound; previously, following the announcement of the ceasefire, oil prices once plummeted by 17% in a single day.Against this backdrop, as the market adapts to a new price range, equities could prove more resilient.This dynamic is similar to how investors previously responded to tariff risks: first there is a concentrated “repricing,” and then, after the worst-case scenario is absorbed, risk factors gradually fade into “background noise.”