法国5月PPI年率 3%，前值由2.10%修正为2.3%。

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 beneficiary, while leading OSATs are also seeing increased opportunities as advanced-packaging capacity emerges as a key bottleneck in the AI supply chain.

CRRC Corp said the company and its subsidiaries signed several major contracts mainly between April and June 2026, with aggregate value of about 51.64 billion yuan.