A-share education sector rallied; Chuanzhi Education hit the daily limit, while Quantong Education, Angli Education, Offcn Education, Chuangye Heima and Kede Education also advanced.

Omdia says sustained AI demand outstripping global supply has driven strong DRAM and NAND growth and prompted it to lift its 2026 global semiconductor revenue forecast to +94.1% YoY. Memory ICs are expected to account for over 50% of total semiconductor revenue in 2026. Omdia warns AI demand already exceeds current chip fabrication and packaging capacity; bottlenecks in HBM, advanced packaging and leading‑edge process capacity are expected to persist at least through 2027.

Business Insider cites sources saying Oracle (ORCL.N) has drawn up a new round of layoffs, slated to be implemented this month.