China A-shares robotics sector extended gains in the afternoon; Tianqi Co. hit limit-up. Earlier Haozhi Electromechanical, Lingyi Intelligent Manufacturing, Zhongjian Technology, Keli Sensing, Estun and Jintuo also hit limit-up. Lvde Harmonic, Huayi Technology, Xiangming Intelligent and Efort rallied more than 10%.

經合組織：預計法國2026年預算赤字將達到國內生產總值的約5%，債務將持續上升。

TrendForce's latest survey: wafer foundry capacity is reallocating toward AI-related products as demand from AI servers, general-purpose servers and edge AI accelerates, altering mature-node supply/demand. 200mm (8-inch) nodes are benefiting from incremental Power IC orders and output cuts at TSMC and Samsung, pushing utilization and contract pricing higher. On 300mm (12-inch) mature nodes, TSMC-led cutbacks are expected to trigger medium-to-long-term order shifts. Strong demand for Power ICs at 55nm and above has prompted Taiwanese foundries to scale back High-Voltage (HV) process output, redirecting orders to mainland Chinese suppliers. Combined with AI-driven application demand and raw-material inflation, TrendForce estimates upward pressure on mature-node foundry prices will persist through 2027.