Ukrainian President Zelenskiy met German Chancellor Merz on the sidelines of the G7 summit in France.

CITIC Securities says wafer price increases took effect in Q2 2026 and are expected to continue in H2 both domestically and internationally. The firm flags clear shortages in heavily-doped wafers and in overseas lightly-doped wafers; domestic lightly-doped producers could benefit from overflow of overseas orders. CITIC expects the industry may move into a global supply deficit over the next two years. Investment guidance: favor wafer makers with a higher mix of heavily-doped products and monitor companies leading 12-inch lightly-doped wafer shipments.

美国总统特朗普：（关于俄乌战争）与乌克兰总统泽连斯基、俄罗斯总统普京进行了良好的对话。