Counterpoint Research supply-tracking shows global wafer-foundry 2.0 market revenue rose 23% YoY to $86bn in Q1 2026. The gain was driven by strong AI GPU and AI ASIC demand, which lifted advanced-node wafer demand and pushed up advanced-packaging utilization. Counterpoint says the AI investment cycle is reshaping the semiconductor value chain and accelerating the transition to a wafer-foundry 2.0 model that tightly integrates wafer fabrication, advanced packaging and test. TSMC is the primary b

June 30 — China’s National Energy Administration held a meeting in Hangzhou to advance improvements in power-access services. The NEA said reforms during the 14th Five-Year Plan have delivered significant gains—noting breakthroughs in supply services, institutional frameworks, international benchmarking and regulatory governance, and progress removing long-standing grid-connection bottlenecks and urban–rural supply shortfalls. The meeting directed targeted measures aligned with economic development, the energy transition and public needs; prioritized benchmark/pilot projects, service support for industrial upgrading and resolution of household power-access problems; and required strengthened accountability and vertical–horizontal, internal–external coordination to ensure policy implementation.

欧洲央行管委斯莱普恩：欧洲的结构性增长数据仍居于相当低的水平。