日經225指數6月22日（週一）開盤下跌36.39點，跌幅0.05%，報71213.67點。

Supply-chain sources say TSMC (TSM.N) has cut 28nm monthly wafer starts at Fab 15A from about 200,000 at the start of the year to roughly 150,000, a reduction of over 25%. The company plans to redeploy 28nm capacity to support middle-layer applications and is gradually exiting low-margin orders.

CSC Financial said Zhipu AI has released next-generation large model GLM-5.2, marking a new phase in which China’s models reach top-tier global capability and can exert pricing power. Benchmarking firm Artificial Analysis ranks GLM-5.2 fourth globally. CSC said rapid domestic model development implies strong onshore compute demand and reiterated a positive view on China large-model and compute-related sectors.