Market Overview - US stock market showed mixed performance with major indices fluctuating near historical highs, awaiting comments from Federal Reserve Chairman Jerome Powell [3] - Dow Jones was boosted by Boeing's strong performance following a significant deal with Uzbekistan, valued at over $8 billion [3] - Analysts noted a stable market with six out of the last seven weeks showing gains, and no single-day fluctuations exceeding 1% in over a month [3] Federal Reserve Insights - Powell's upcoming speech is anticipated to provide insights on the future interest rate path, especially with the core PCE price index set to be released [3] - Federal Reserve Governor Michelle Bowman indicated the risk of falling behind the economic situation, suggesting the need for decisive rate cuts in the coming months [3] Semiconductor Industry - TSMC's stock price surged over 3%, reaching a new high, driven by the launch of Apple's iPhone 17 series featuring the latest A19 chip manufactured using TSMC's 3nm N3P process [5][6] - The semiconductor inflation is rising, with the last generation of 3nm CPUs seeing price increases of approximately 20%, and the upcoming 2nm process expected to see price hikes of over 50% [5][6] - Major players in the Android ecosystem, MediaTek and Qualcomm, are set to release flagship chips that also utilize TSMC's latest N3P process, with price increases of 16% to 24% anticipated [6]