TrendForce's latest survey: wafer foundry capacity is reallocating toward AI-related products as demand from AI servers, general-purpose servers and edge AI accelerates, altering mature-node supply/demand. 200mm (8-inch) nodes are benefiting from incremental Power IC orders and output cuts at TSMC and Samsung, pushing utilization and contract pricing higher. On 300mm (12-inch) mature nodes, TSMC-led cutbacks are expected to trigger medium-to-long-term order shifts. Strong demand for Power ICs at

On June 30 in Beijing CSRC chairman Wu Qing chaired a meeting to advance a central-local coordinated enforcement system on capital-market accounting fraud. Since the State Council General Office on July 5, 2024 forwarded the CSRC-led opinion on strengthening comprehensive deterrence, central-local enforcement has intensified. Authorities conducted three rounds of special actions: 247 accounting-fraud cases were investigated and handled, 156 administrative penalties imposed, and RMB 9.051 billion in fines and forfeitures collected; 21 severely fraudulent companies were forcibly delisted. Regulators said sanctions have been extended to parties that assisted fraud and administrative-criminal enforcement coordination has been strengthened. Investor civil-remedy channels were also expanded: authorities supported 84 civil suits; Zeda Yisheng and Guangdao Digital made early investor payments totaling nearly RMB 500 million; representative lawsuits in Jintongling, Meishang Ecology and Jinzhou Port have shown major progress; responsible parties in Qingyue Technology publicly stated they will pre-compensate eligible investors.

CRRC Corp said the company and its subsidiaries signed several major contracts mainly between April and June 2026, with aggregate value of about 51.64 billion yuan.