Omdia's AMFT Q2 2026 China report projects the Chinese semiconductor market will expand 92.9% YoY to $812.1bn in 2026, an upward revision of $265.6bn (48.6%) versus its prior AMFT Q4 2025 update, which forecast $546.5bn (31.26% growth). Omdia also raised its 2026 China memory market forecast to 262.9% growth, taking market size to $449.6bn.

European bourses opened mixed on Tuesday July 7: Germany's DAX30 fell 42.58 points (-0.16%) to 25,789.94 at the open; the UK's FTSE 100 rose 7.56 points (0.07%) to 10,659.33; France's CAC 40 gained 28.26 points (0.33%) to 8,508.13; the Euro Stoxx 50 dropped 18.06 points (-0.28%) to 6,379.95; Spain's IBEX 35 added 25.79 points (0.13%) to 19,709.59; Italy's FTSE MIB was up 38.36 points (0.07%) at 52,997.50.

JinkoSolar said China Datang Group published results of its 2026–2027 PV module and inverter framework procurement. JinkoSolar won the 6GW N-type TOPCon module lot and ranked first.