WTI and Brent both rose more than 1% intraday, trading at $68.72/bbl and $71.98/bbl respectively.

Shengmei Semiconductor Equipment (Shanghai) Co., Ltd. said it has begun mass production and batch delivery of ECP plating equipment totaling 2,000 chambers as of June 2026. The company placed its first Ultra ECP AP device for advanced packaging customer validation in 2017, entered front‑end IC manufacturing in 2019, surpassed 500 chambers delivered in 2022 and 1,500 chambers in 2025.

Everbright Securities says Meta’s pilot of external compute leasing aims to monetize its large AI infrastructure investment, signaling cloud services as the fastest, clearest route to recoup upfront costs and boost near-term returns. External monetization now serves as a cash-flow backstop for continued AI-capacity buildout; Everbright says Meta’s medium- to long-term plan to expand AI compute remains unchanged.