China A-share MLCC sector strengthened; Fenghua Hi-Tech hit the daily price limit for the second time in three sessions, Yunzong Technology rose over 10%. Sanhuan Group, Torch Electronics and Boqian New Materials also advanced.

China's robotics industry is shifting from concept-driven hype to an order- and earnings-realization phase, with listed firms issuing widespread positive 1H guidance. The Ministry of Industry and Information Technology says revenue at enterprises above designated size in the robotics sector exceeded CNY90 bln in Jan-May, up 26.9% YoY and with a five‑year CAGR above 20%. Demand spans core components to full-system integration and AI compute hardware. One company reported receiving more than 10,000 orders within a month after launching a humanoid robot; a frameless-motor supplier said in‑hand orders surpassed 1.0 mln units in 1H, up over ninefold year-on-year.

TSMC says JASM fab water, power and workplace safety systems are functioning normally. Equipment inspections and recovery work are underway; checks and recalibrations are expected to take some time.