TSMC's 3nm process, originally slated to reach monthly production of 180,000 wafers by year-end, is now expected to hit the target in early Q4 as NVIDIA, AMD and Broadcom aggressively secure capacity. Orders for TSMC's 2nm process are also accelerating; monthly wafer shipments are on track to approach 100,000 by year-end as planned.

cenc recorded a 4.8 magnitude earthquake in Gao County, Yibin, Sichuan at 02:21 on Aug 3, 2026. An investor contact said Wuliangye was not affected and its production and operations are normal.

China A-shares fell at midday: Shanghai Composite -0.59%, Shenzhen Component -0.45%, ChiNext -0.44%. Power-grid equipment led gains, with Jiusheng Electric, Baili Electric and Changlan Technology hitting daily limits; Yikun Electric and Xinte Electric also advanced. Controllable nuclear fusion names were active — China Nuclear Construction, Heduan Intelligent and Zhongyan Dadi hit limits; Hahan Huatong and Changfu Co. outperformed. PV equipment continued to rally, with Guosheng Technology and Fulait hitting daily limits and Daqian Energy, International Industry and Yubang New Materials up. The semiconductor sector extended losses, though Longchuan Technology, Xinyuan Micro and Tuojing Technology were among the better performers within the group. Electronic chemicals underperformed, led lower by Sanfu Xinke, Honghe Technology and Xingfu Electronics.