DIY玩家不開心 顯示卡價格剛下來 沒想到硬碟、記憶體猛漲

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儘管挖礦熱度降了下來,顯示卡價格正處於跌勢,但防不住其它元件漲價。

先說HDD。由於泰國自7月12日實施了封城等疫情管制措施,報導稱Seagate、Western Digital的組裝工廠,部分受到影響。儘管目前封城主要是人口稠密地區,而這些工廠通常位於郊區,但不排除防疫措施更嚴格,進而對下半年的硬碟生產造成進一步影響。另外,不要忽視全球半導體行業的元件短缺仍未解決。

今年5、6月,因為Chia幣挖礦的火爆,導致硬碟價格居高不下,Seagate、Western Digital亦隨即調高了硬碟產量,Western Digital大約調高7.8%、Toshiba約7.8%、Seagate約2.8%,總量在275-445萬顆左右。

說完HDD再看SSD。TrendForce最新研究指出,消費級SSD、企業級SSD、eMMC/UFSC儲存晶片於第三季仍將保持上漲趨勢,其中企業級SSD的價格漲幅或高達15%。

記憶體方面,於第二季,PC記憶體的漲幅達到了28%之多,接下來的第三季,還會有3-8%的上調空間。

雖然挖礦的熱度下來了,但半導體元件缺貨仍舊是行業懸而未決的現狀,況且,三、四季迎來傳統旺季,需求依然可觀。

訊息來源

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Goldman Sachs sees ‘upside’ to oil price forecasts from OPEC+ supply deal

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The sun sets behind the chimneys of the Total Grandpuits oil refinery, southeast of Paris, France, March 1, 2021. REUTERS/Christian Hartmann/File Photo

July 18 (Reuters) - U.S. investment bank Goldman Sachs said the OPEC+ deal to boost oil supply supports its view on oil prices and expects modest “upside” to its summer forecast for Brent to reach $80 a barrel.

OPEC+, comprising the Organization of the Petroleum Exporting Countries, Russia and other producers, agreed on Sunday to boost oil supply from August to cool prices which have climbed to 2-1/2 year highs. read more

“The agreement had two distinct points of focus: a moderate increase in production which will keep the market in deficit in the coming months, as well as guidance for higher capacity which will be needed in coming years given growing under-investment,” Goldman Sachs said in a note.

Goldman said the deal is in line with its view that “OPEC should focus on maintaining a tight physical market all the while guiding for higher future capacity and disincentivizing competing investments.”

The OPEC+ deal represents $2 per barrel “upside” to its $80 per barrel summer Brent price forecast and a $5 upside to its $75 per barrel forecast for next year, Goldman said.

However, Goldman expects oil prices to gyrate in the coming weeks due to the risks from the Delta variant and the slower velocity of supply developments relative to recent mobility gains.

With most of its expected summer demand gains already achieved and with growing headwinds from the Delta COVID-19 variant, Goldman said the catalyst for the next leg higher in prices is shifting from the demand to the supply side, with upside risks to price forecasts in the coming months.

Oil prices fell more than $1 a barrel on Monday, after the OPEC+ group of producers overcame internal divisions and agreed to boost output, sparking concerns over a supply glut amid a surge in COVID-19 cases.

Reporting by Arundhati Sarkar and Brijesh Patel in Bengaluru; editing by Richard Pullin

Our Standards: The Thomson Reuters Trust Principles.

Petrol and diesel prices in your city today, check here

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Petrol and diesel price today: Prices of petrol and diesel remained unchanged across the country for the second consecutive day on Monday, July 19, 2021. Petrol had touched fresh record highs on July 17, when it rose by 30 paise per litre in the national capital, while diesel prices were kept unchanged.

The price of petrol in Delhi stands at Rs 101.84 per litre while that of diesel is at Rs 89.87. In Mumbai, petrol currently costs Rs 107.83, while diesel is retailing at Rs 97.45, data available on Indian Oil Corporation’s website showed.

So far in July, petrol prices have been hiked nine times while diesel rates have witnessed a rise on five occasions and a cut on one occasion. During the month of June, both the auto fuel prices were hiked on 16 occasions, which followed the 16 hikes in the month of May after the oil marketing companies (OMCs) resumed their price revisions ending an 18-day hiatus that coincided with the assembly elections in key states. During this period, petrol price has increased by Rs 11.44 per litre and diesel has climbed by Rs 9.14 in New Delhi.

Following the hikes since May 4, the price of petrol has crossed the Rs 100-per-litre mark across many places in at least 19 states and union territories including Rajasthan, Madhya Pradesh, Maharashtra, Andhra Pradesh, Telangana, Ladakh, Karnataka, Jammu and Kashmir (J&K), Odisha, Tamil Nadu, Bihar, Kerala, Punjab, Sikkim, Puducherry, Delhi and West Bengal, Uttar Pradesh and Haryana.

Auto fuel prices in the country differ from state to state depending on the local taxation (VAT) and freight charges. Apart from this, the central government charges an excise duty on auto fuels.

OMCs revise rates of petrol and diesel daily based on the average price of benchmark fuel in the international market in the preceding 15-days and foreign exchange rates.

Internationally, crude oil prices recouped some losses on Monday, but were still down after OPEC+ overcame internal divisions and agreed to boost output, which sparked concerns about a crude surplus as COVID-19 infections continue to rise in many countries, news agency Reuters reported earlier in the day.

Brent crude was down 61 cents (0.8 per cent) at $72.98 a barrel by 0617 GMT, after falling to $72.35 earlier in the session. US oil was down 66 cents (0.9 per cent) at $71.15 a barrel, having slipped to $70.64 earlier, the report said.

Here’s what you pay for a litre of petrol and diesel in your city on Monday, July 19, 2021: