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Spot platinum has just broken through the 1,570.00 USD/ounce level and is now quoted at 1,569.85 USD/ounce, down 0.73% on the day; Nymex platinum futures main contract is now quoted at 1,585.8 USD/ounce, down 0.41% on the day;

Golden Ten Data Futures News on June 30: Minmetals Futures Research Report pointed out that yesterday the market reported that the Jianxiawo lithium mine has obtained a safety production license, progressing faster than market expectations. It is expected that the opening price of lithium carbonate may continue to decline. Currently, the market is divided over the actual production level after resumption, which could have a significant impact on the supply-demand balance in the fourth quarter. In terms of strategy, it is recommended to stay on the sidelines in the short term and wait for more clarity regarding the resumption of production.

BlockBeats News, June 30th - Semiconductor and AI independent research firm SemiAnalysis published an article stating that one of the most underestimated ways to participate in AI semiconductor development may not be the chip itself, but rather the materials. As the industry accelerates the production of more advanced semiconductors, demand growth is not only seen in GPUs and wafer fab equipment, but also in the key materials that support modern chip manufacturing. Take tungsten, for example. Tungsten is one of the most critical materials in semiconductor manufacturing, valued for its high-temperature stability and resistance to electrical erosion. Wafer fabs rely on chemical vapor deposition to fill deep high aspect ratio vertical vias that interconnect multiple layers in chip architecture, while using physical vapor deposition to deposit ultra-thin barrier layers around them. As tungsten covers both core deposition steps, it is irreplaceable in advanced chip production. Tungsten supply seems to be increasingly constrained. High-purity tungsten metal powder is the primary raw material for manufacturing tungsten hexafluoride, a gas used in chemical vapor deposition. Japan is home to key tungsten hexafluoride suppliers like SK Materials and Shin-Etsu Chemical, but is facing significantly higher prices and a sharp decrease in tungsten raw material imports, making it almost impossible to continue producing critical tungsten hexafluoride materials. The price pressure is also evident in the import price of Korean tungsten hexafluoride, which has risen by 151% this year. As semiconductor complexity and AI demand rise, bottlenecks may not only appear in chips or equipment, but also in the crucial materials at the bottom of the supply chain.