TSMC reduces mature-node (28nm) production capacity by 25% year-over-year, reallocating wafer starts to advanced and specialty nodes.
Evonik has announced an extension of its "Evonik Custom" efficiency program, which will involve all global business units and functional departments, reducing approximately 3,200 positions, of which about 2,150 are in Germany. The measures are scheduled to launch in 2027 and continue through the end of 2029. On June 22, Evonik confirmed that regions outside Germany will see 1,050 position reductions, including China, though specific layoff numbers for China have not yet been clarified. The "Evonik Custom" program was introduced in October 2023 with an original target of reducing approximately 2,800 positions by the end of 2026. In May this year, Evonik stated that the program was progressing well and would achieve its targeted cost reduction goals.
Lee Chan-jin, head of South Korea's Financial Supervisory Service, stated that as retail investors' demand for high-risk products shows no signs of cooling, the financial regulatory authorities are considering separate stabilization measures for leveraged single-stock ETFs. In a Monday press conference, Lee indicated that the negative effects of leveraged single-stock ETFs are increasingly pronounced. Lee stated that the Financial Supervisory Service is investigating Future Asset's failed SpaceX IPO share allocation, aiming to prevent similar issues from recurring and thereby protect investor rights.
According to industry sources, TSMC's 28-nanometer primary production facility Fab 15A has reduced its monthly wafer input from 200,000 wafers at the beginning of this year to 150,000 wafers, a decline of more than 25% from early year levels. TSMC is planning to allocate additional 28-nanometer capacity to support intermediate layers and is gradually exiting low-margin orders.
According to recent reports from Mulinsen's wholly-owned subsidiary Xinyu Mulinsen Electronics Co., Ltd., affected by raw material glass fabric shortages, printed circuit board (PCB) substrate prices—a core raw material required for PCB production—have continued to surge significantly with tight supplies. Consequently, costs for the core PCB substrate material have skyrocketed. To ensure continued provision of high-quality products and services while maintaining market balance between supply and demand parties, the company has carefully decided to implement a 10% price increase on all PCB products effective June 17, 2026. Previously, the company had implemented a 20% price increase on all PCB products on June 12, 2026.
OpenAI announced that Samsung Electronics is deploying ChatGPT Enterprise and Codex to its global workforce to accelerate the company's internal adoption of AI. According to the agreement, ChatGPT and Codex will be provided to all Samsung Electronics employees in South Korea as well as all Device Experience (DX) division employees globally. This represents one of OpenAI's largest enterprise deployments to date. Samsung Electronics will use ChatGPT and Codex comprehensively across its operations, spanning research and development, manufacturing, marketing, enterprise functions, and other business areas.
According to 36kr's sources, Alibaba released its video generation model HappyHorse 1.1 on June 22, which provides systematic upgrades to version 1.0 in dynamic expressiveness, subject consistency, instruction following, visual quality, and audio capabilities. The latest version has been integrated into HappyHorse's official website, Alibaba Cloud Bailian, and Qianwen Cloud.
According to 36kr's sources, Sand.ai recently completed financing exceeding $100 million across two rounds, with investors including Look Capital, Lollapalooza Capital (Wang Huiwen's family office), Jiukun Venture Capital, Jingwei Venture Capital, Hexiang Capital (MSA Capital), Innovation Works, Xianghe Capital, Source Code Capital, Chinese Academy of Sciences Venture Capital, Hongtai Fund, Today Capital, Huaye Tiancheng, Yunhui Capital, IDG, and Baidu Ventures among other leading institutions. Xinghan Capital acted as the financial advisor for this financing round.
According to 36kr's sources, Tianyancha App shows that recently, Kebo Shengfu (Hubei) Equity Investment Fund Partnership (Limited Partnership) was established, with Kebo (Hubei) Private Fund Management Co., Ltd. as the managing partner. The registered capital contribution is 105 million yuan, with business scope covering venture capital investment and self-funded investment activities. According to partner information, the fund is jointly funded by Contemporary Amperex Technology Co., Limited (CATL), Hunan Yanye Group's subsidiary Hunan Light Salt Shengfu Venture Investment Management Co., Ltd., and Kebo (Hubei) Private Fund Management Co., Ltd.
On June 22, analyst Kuo Ming-chi of TrendForce International Securities released the latest industry research showing that Google will develop an upgraded TPU v9 chip, codenamed possibly Triggerfish, based on TPU v9/Humufish, with MediaTek securing an exclusive order for this higher-priced new product. With the Humufish lifecycle shipping estimate remaining at 4–5 million units, Google is additionally placing an order for 1–2 million Triggerfish units, with production expected to begin in late 2027 and volume shipments starting in 2028. Due to Triggerfish's unit price being approximately 30% higher than Humufish, it is expected to become a new growth driver for MediaTek's 2028 operations.
On June 22, the Fourth China International Supply Chain Expo opened in Beijing, with NVIDIA Chief Executive Officer Jensen Huang delivering remarks via video. He stated: "What the Chain Expo focuses on is one of the world's most important systems: the supply chain. The supply chain connects energy, factories, logistics, enterprises and customers, thereby connecting the entire world. China is one of the world's important centers for technology and industry, where engineers excel, developers move with agility, and enterprises achieve extraordinary growth at massive scale. Once again, congratulations on the opening of the 2026 Chain Expo, and best wishes for a complete success of this year's exposition!"
On June 22, the Bank of England released a policy statement and draft Code of Conduct (rules) for systemically important stablecoin issuers, marking a critical step in the UK's stablecoin regulatory framework development. On core policy matters, the framework introduces two important adjustments: first, the maximum proportion of interest-bearing reserve assets (short-term UK government bonds) in stablecoin reserves is being raised from 60% to 70%, with the remainder to be held in central bank deposits; second, an issuance cap replaces the temporary holding limit previously proposed in consultations, with an initial issuance cap of 40 billion pounds per systemically important stablecoin, to be reviewed regularly and removed once credit supply risks are eliminated. The framework consultation closes on September 22, 2026, with the Bank of England planning to finalize the Code of Conduct by the end of 2026, enabling regulated stablecoins to begin compliant operations in the UK as early as 2027.