Mainland A-share Zhaoyi Innovation hit the day's limit-down in the afternoon with CNY31 bln turnover; Hong Kong-listed Zhaoyi Innovation (03986.HK) fell over 14%.

TSMC will report Q2 results and hold an earnings briefing on Thursday. Analysts see the company likely to post strong results but view Q3 as uncertain. Liao Wanting, general manager at Uni‑President Investment Advisory, said global compute sales growth has recently shown signs of slowing; if management calms investor concerns over AI supply‑chain lead times and shipment disruptions at the briefing, the stock should rebound, but any signal to curb capex would validate market worries. She added AI growth remains positive but not yet strong enough to justify upward revisions, and supply‑chain bottlenecks are making firms cautious ahead of July earnings. Huang Yiting, chairman of First Securities Investment Advisory, called the briefing pivotal: better‑than‑expected results and positive guidance could push Taiwan stocks back toward or above prior highs. He warned that Samsung’s post‑earnings collapse reflected high leverage in Korean markets and is unlikely to be broadly replicated.

China's State Council Information Office will hold a press briefing at 15:00 on July 14, 2026. Ministry of Natural Resources Vice Minister Zhang Wentong and National Forestry and Grassland Administration (National Park Administration) Deputy Director Zhang Liming will outline measures to improve the natural resource asset management system and take questions.