Industry Report: Global Top 10 Foundries Hit Record Highs in Q2 Output; Taiwan Semiconductor Leads, Samsung's Share Declines

① According to institutional data, the combined output value of the world's top ten semiconductor foundries increased by 11.5% quarter-on-quarter to USD 53.49 billion in the second quarter of 2026, setting a new record high; ② Taiwan Semiconductor maintained its leading position with a 72.5% market share, while Samsung ranked second with a 5.9% share, a decrease of 0.6 percentage points from the previous quarter; ③ SMIC and UMC ranked third and fourth globally, respectively, with SMIC's quarterly revenue rising 20% quarter-on-quarter to exceed USD 3 billion.

cls.cnSep 9 19:38

Morgan Stanley Explains the True Significance of GPT-6 Astra: Shifting the “AI Narrative” from “Demand Debates” Back to “Physical Bottlenecks”

Morgan Stanley believes that the release of GPT-6 Astra will shift the focus of the AI narrative from “whether demand is excessive” to “whether physical supply can keep pace.” The leap in capabilities brought by Astra will trigger more AI revenue scenarios. However, shortages of ABF substrates, manufacturing bottlenecks for HBM4E, and a 38-gigawatt power gap are the hard constraints truly limiting the realization of AI dividends. The firm recommends the following priority order: AI computing power as the top priority, followed by networking; selective allocation for memory; and analog chips as an early-cycle hedge.

wallstreetcnSep 9 16:33

DeepSeek accelerates its IPO on the STAR Market, with CITIC Securities likely serving as the sponsoring institution.

Industry insiders in the capital markets analyzed to Tencent Technology that, based on DeepSeek's current valuation of RMB 500 billion, the company's overall market capitalization is expected to range between RMB 1.5 trillion and RMB 2.5 trillion after its listing.

Tencent TechnologySep 9 15:48

Apple is set to launch its first foldable iPhone, the iPhone Duo, with an expected starting price of $2,000.

Apple is set to hold a new product launch event, with its first foldable smartphone, the iPhone Duo, as the centerpiece. The device is expected to have a starting price of $2,000, reaching nearly $3,000 for top-tier models, and could go on sale as early as October. It will support features such as multitasking and compatibility with the Apple Pencil.

Golden10 DataSep 9 13:12

Asian Markets Mixed; Nikkei and Kospi Rise, China Steady, and India Falls

Seeking AlphaSep 9 12:54

China Inflation Rises to 0.8% in August as Energy Costs Drive Price Pressures

Seeking AlphaSep 9 12:37