Infineon Technologies said it won another patent-infringement case against Innoscience.

In Tokyo morning trade, two Barclays Japan analysts said the JGB yield curve has shown clear "bear steepening" this week, driven by market concern the Bank of Japan may be slow to act and by worries over Japan’s fiscal outlook. Analysts said investors are likely to continue awaiting details of fiscal spending; the cabinet may decide on a draft of the government’s Basic Policies on Economic and Fiscal Management and Reform.

CITIC Securities says Meituan on June 30, 2026 completed end-to-end training and inference of a trillion-parameter model on a 50,000-card China domestic compute cluster, marking a capability shift from inference to training. DeepSeekV4 final, due mid‑July, will introduce peak‑valley pricing with peak API call prices doubling, and domestic compute supply constraints are intensifying. CITIC says order visibility for domestic compute has materially improved; chip design firms with confirmed customer orders and priority capacity allocation should be first beneficiaries. The broker remains constructive on the China domestic compute supply chain, citing scale-up opportunities from scarce advanced process capacity to diverse design companies and super‑node operators, and expects strong growth momentum for advanced process, advanced packaging, advanced memory and supporting suppliers.