ASML raised its full-year sales forecast for the second time this year, now expecting net sales of €43–45 bln versus an April range of €36–40 bln, citing stronger demand from AI infrastructure spending by Microsoft, Alphabet and other tech firms. The company plans to produce at least 60 low-NA EUV lithography systems this year and expects to reach annual capacity of at least 80 units by 2027; meeting market demand remains a key challenge, it said. ASML is expanding capacity, with construction of

Japan May tertiary industry activity index rose 1.1% MoM, vs. 0.4% expected and 1.3% in April.

China's Taiwan Affairs Office said the Central Committee of the Communist Party of China and the State Council's September 2023 'Opinions' provided comprehensive support for Fujian to develop a cross‑Strait integration demonstration zone. The State Administration for Market Regulation issued targeted measures in 2023 emphasizing soft standard connectivity, backing Fujian to systemically establish cross‑Strait common standards, explore new models and mechanisms for standards harmonization, and promote joint standard R&D, market sharing and talent exchange.