A | A powerful Monday morning earthquake has killed at least 111 and injured 87 in the west part of Colombia. Colombia's President Abelardo de la Espriella, who came to office just three days before the earthquake, declared a state of emergency to expedite funding for the quake recovery with a plan to visit the disaster zone. "I am at the forefront of the situation. It pains me deeply what the families and affected regions are going through," he posted on X. According to information provided by Colombian officials by mid-afternoon, the destruction included 1,575 damaged homes, 37 homes completely destroyed, 61 collapsed buildings, scores of damaged centers of health, education and community, as well as 18 damaged roads and six airports. Airports in Pereira, Manizales, Quibdo, Armenia, Cartago and Buenaventura suffered structural damage, and their flight operations were suspended, according to Colombia's Civil Aviation Authority. The tremor was felt in Colombia's capital Bogota, which is about 400 kilometers from the epicenter, setting off alarms that prompted people to evacuate many buildings as a precaution. "At this time there are no reports of injuries or structural damage, only some cracks in buildings," Bogota Mayor Carlos Galan posted on X. The earthquake damaged the region's major cities including Pereira, Quibdo, Manizales and Cali. Nubia Carolina Cordoba-Curi, governor of the Choco region, posted on X on Monday morning that "in the capital Quibdo there are injuries and severe damage to buildings". She posted an update at 2 pm that 12 people were confirmed dead and 84 injured in Choco. Other local authorities reported at least 40 deaths in the Risaralda region and 27 deaths in the Valle del Cauca region. Rescue efforts to save people buried under the debris is ongoing. According to the Colombia Geological Service, the earthquake epicenter was in San Jose del Palmar, Choco. It had a magnitude of 7.4 and a depth of approximately 103 km, making it the strongest earthquake recorded in Colombia in the last decade. The earthquake was felt by neighboring countries Venezuela, Ecuador and Panama. It was followed by several aftershocks with magnitudes between 2.8 and 4.8, according to the agency. The agency said that it's common for this region to experience earthquakes of considerable magnitudes due to activities associated with the subduction of the Nazca Plate beneath the South American Plate. Near the end of June, Venezuela was struck by two earthquakes — with magnitudes of 7.2 and 7.5 — that were only 39 seconds apart. More than 6,000 people were killed, and tens of thousands of people remain missing under the debris. 
。 台积电正就2027年提价事宜与客户展开谈判，涨幅最高可达10%，以应对持续攀升的制造成本。此举将直接影响英伟达、苹果等全球主要科技企业的芯片采购成本。
B | 7月21日，据日经亚洲援引知情人士消息，台积电已于6月启动与客户的价格谈判，并于7月完成基础价格调整方案，涨幅区间为5%至10%，具体幅度因客户及产品类型而异。新定价将于2027年初正式生效，覆盖先进制程与成熟制程半导体。
C | 台积电将提价时间推迟至2027年，旨在给客户留出充足的调整窗口。
D | 台积电在声明中表示："我们的定价策略是战略性的，而非机会主义的。我们将继续与客户密切合作，向他们展示我们的价值。" 成本压力驱动提价 台积电此次提价的核心驱动力在于生产成本的全面上涨。材料、设备及电力等制造环节的多项投入成本持续攀升，令这家全球最大晶圆代工商承受显著压力。 本月，台积电上调了2026年资本支出预测，理由是人工智能需求旺盛以及扩产成本不断增加——尤其是其在亚利桑那州推进的总额高达2650亿美元的扩产计划。中东冲突引发的全球供应链扰动，以及AI产业的爆发式需求，进一步推高了台积电的运营成本。
E | 台积电首席执行官魏哲家在7月公布好于预期的季度业绩后对分析师表示："我们不会突然涨价。我们赚取的是我们的价值，我们确保利润和毛利率足以支撑长期持续扩张，这对客户和台积电都有利，这是我们的经营理念。" 客户需求殷切，供给仍显紧张 台积电是英伟达、苹果、Alphabet、亚马逊等全球众多顶级科技企业的核心代工伙伴。与内存芯片行业价格大幅波动的特点不同，台积电长期以来坚持与客户建立穿越周期的长期合作关系。 然而，AI需求的持续爆发正在重塑这一格局。英伟达等客户已敦促台积电加快扩产步伐，以缓解AI加速器及数据中心相关组件的供应瓶颈。台积电刚刚公布了超预期的第二季度营收与利润，并上调了全年增长预测，但公司仍面临无法完全满足客户订单的挑战。 涨价横跨先进与成熟制程，多领域客户受冲击 此次提价若落地，将对台积电下游客户的成本结构产生直接影响。5%至10%的涨幅覆盖先进与成熟制程两大产品线，意味着从高端AI芯片到消费电子及汽车芯片的广泛产品均将受到波及。 台积电选择将新定价推迟至2027年生效，为客户提供了缓冲期，有助于缓和谈判摩擦。台积电方面强调，公司不就定价细节置评，但重申定价策略以战略考量为导向。
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