The Korean Printed Circuit Board and Semiconductor Packaging Industry Association (KPCA) says Samsung and SK Hynix are pressing substrate suppliers in recent price talks to lower quotes and effectively roll back an average c.3–4% price rise agreed in Q1. Both firms cite eased volatility in raw materials such as gold and copper and say H2 supplier prices should revert to pre-increase levels.

標普全球：英國6月服務業業務活動降幅創近三年半以來最大。新訂單連續第四個月下降，投入成本通脹放緩至3月以來的最低水平。

The National Development and Reform Commission said the domestic refined fuel price window opens at 24:00 on July 3. The NDRC Price Monitoring Center said international oil prices fell over the current pricing cycle (24:00 June 18–24:00 July 3). From 24:00 July 3, domestic gasoline and diesel prices will be cut by 950 yuan/tonne and 915 yuan/tonne, respectively. Nationwide averages: 92‑octane gasoline, 95‑octane gasoline and 0 diesel will drop 0.75, 0.79 and 0.78 yuan per litre. Filling a 50‑litre 92‑octane tank saves about 37.5 yuan. The adjustment is the largest year-to-date downward move.