Omdia says global semiconductor revenue in Q2 2026 exceeded $425.0 bln, a record, with QoQ growth of 31.4%—also a record. AI-driven demand and elevated memory prices were the primary drivers, lifting 1H 2026 semiconductor revenue to $752.0 bln.

China Securities Association held its Q3 2026 meeting of securities and fund industry chief economists, attended by more than 70 participants including representatives from the CSRC and related government bodies. Chuancai Securities released Q4 2026 chief economist forecast survey results, and speakers from Industrial Securities, DeBang Securities, Huaxi Securities Research Institute, Fuanda Fund and CITIC Securities presented macro and capital-market outlooks, stressing the need to shore up defenses against external (imported) risks to underpin market stability.

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