1. Liu Deyin, Chairman of TSMC: TSMC submitted a pre-application for chip subsidies to the United States in May. 

2. TSMC: Terminal demand in some markets is gradually picking up, but this year may face a little negative growth. 

3. SEMI: In Q1 2023, global semiconductor equipment shipments will increase by 9% year-on-year to US$26.8 billion. 

4. Moody's: Slowing global growth and U.S. export controls will affect semiconductor fab companies' revenues in the next few years. 

5. According to semiconductor equipment manufacturers, Nvidia and TSMC underestimated the demand for GPUs, and the shortage of Nvidia AI GPUs will last for half a year. 

6. Japan's Ministry of Economy, Trade and Industry released a revised chip strategy, planning to achieve the goal of chip sales reaching 15 trillion yen in 2030. 

7. The US Semiconductor Industry Association (SIA): In April this year, global chip sales were US$40 billion, a year-on-year decrease of 21.6%, and fell by more than one-fifth for the third consecutive month.