U.S. President Trump urged buying Dell and thanked Micron.

TrendForce says AI server refreshes and rising volumes of cloud providers’ in-house ASICs pushed high-end MLCC order-to-ship (BB) ratios to new highs in late June 2026: Murata 1.30, Samsung Electro‑Mechanics 1.31, Taiyo Yuden 1.25, with the overall MLCC market BB Ratio at 1.04. With new AI chip platforms from NVIDIA, Google and AMD entering mass production in Q3 2026, capacity is expected to be increasingly absorbed by AI orders; combined with forward stocking, TrendForce flags longer lead times and upward pressure on high-end MLCC prices in H2. It says Q4 2026 will be the key period to determine whether high-end MLCCs move into sustained shortage.

The Office of the State Council Work Safety Committee, together with the Central Political and Legal Affairs Commission, Supreme People’s Court, Supreme People’s Procuratorate, Ministry of Public Security and Ministry of Justice, issued a notice directing regions and relevant departments to intensify enforcement of workplace safety. The notice orders implementation of Xi Jinping’s safety directives and the national safety video conference guidance, tying enforcement to the three‑year safety整改 campaign and major accident‑hazard inspections, and directs focused inspections and enforcement in mines, chemicals, fire safety, and industrial/trade sectors.