📡 Hourly Update | 08:00-09:00
1. RecodeX reconstructs the news: In Japan, the economy grew by 1.1% year-on-year during April to June. This figure is based on domestic gross product (GDP) growth, indicating that the economy maintained positive growth for the quarter. The annualized growth rate reflects the level obtained by annualizing quarter-on-quarter growth, and is commonly used to gauge the overall momentum of the economy.
2. RecodeX reconstructs the news: The second-quarter 2026 performance announced by companies including J-vision and Control (日月光投控), ASE (安靠智电), Lii Cheng (力成), Namo (南茂科技), and GinTech (京元电子) shows that year-over-year increases in quarterly revenue range from 26% to 36%, while gross margin generally improved by 4 to 11 percentage points. Taiwanese makers’ utilization rates are close to full capacity; the bottleneck lies in equipment installation rather than orders. J-vision and Control and Namo both raised their full-year capital expenditure forecasts, with 70% of the spending going toward advanced packaging. The industry’s advanced packaging mass-production timeline has shifted forward overall, with panel-level packaging and optical interconnects becoming focal points. Analysts believe.
3. RecodeX reconstructs the news: The U.S. Securities and Exchange Commission (SEC) unexpectedly canceled a scheduled crypto regulatory meeting, did not announce a new date, and postponed the tokenized securities regulatory plan. As a result, the price of Bitcoin fell, and shares of related crypto companies also dropped. The stalled regulatory progress further intensifies uncertainty facing the crypto industry.
4. RecodeX reconstructs the news: Although U.S. auto tariffs on China are as high as 127.5%, a large U.S. company has still purchased 3,200 units of Chinese-made cars. The company’s specific name and model information have not yet been disclosed, and transaction details are pending further verification.
5. RecodeX reconstructs the news: The Myanmar government stated that it has verified that more than 300,000 Rohingya refugees are eligible for repatriation. The Rohingya exodus has now entered its ninth year. At present, no specific repatriation arrangements or launch timelines have been made public.
6. RecodeX reconstructs the news: The photovoltaic supply chain saw a rare broad-based rally across the board. Spot prices rose by nearly 24% in a single day. This round of price increases covers multiple links in the supply chain, and the market is widely watching whether it signals that an industry turning point has arrived. Specific products, regions, and the sustainability of the price increases still require further confirmation.
7. RecodeX reconstructs the news: U.S. President Trump said that, based on his “good relationship” with North Korea’s top leader Kim Jong-un, he has ordered a significant reduction in the scale of joint U.S.-South Korea military exercises. The decision could affect the military preparedness posture of the U.S.-South Korea alliance, but the exact reduction percentage and scope have not yet been disclosed.
8. RecodeX reconstructs the news: In its latest research report, China Citic Securities believes that the adhesive filament yarn industry will enter a phase of tighter supply-demand balance and rising price centers. Export demand continues to grow: in 2025, the industry’s export volume increased by 18.2% year-on-year to 1.14 million tons; in the first half of 2026, it is expected to rise another 30.9% year-on-year. Domestic incremental supply is operating near full capacity: in 2025, the operating rate reached 89.8%, and semi-continuous spinning capacity faces pressures from policy-driven elimination, environmental upgrades, and relocation. It is expected that during 2026–2028 the industry will see supply-demand gaps, and product prices will have support.
1. RecodeX reconstructs the news: In Japan, the economy grew by 1.1% year-on-year during April to June. This figure is based on domestic gross product (GDP) growth, indicating that the economy maintained positive growth for the quarter. The annualized growth rate reflects the level obtained by annualizing quarter-on-quarter growth, and is commonly used to gauge the overall momentum of the economy.
2. RecodeX reconstructs the news: The second-quarter 2026 performance announced by companies including J-vision and Control (日月光投控), ASE (安靠智电), Lii Cheng (力成), Namo (南茂科技), and GinTech (京元电子) shows that year-over-year increases in quarterly revenue range from 26% to 36%, while gross margin generally improved by 4 to 11 percentage points. Taiwanese makers’ utilization rates are close to full capacity; the bottleneck lies in equipment installation rather than orders. J-vision and Control and Namo both raised their full-year capital expenditure forecasts, with 70% of the spending going toward advanced packaging. The industry’s advanced packaging mass-production timeline has shifted forward overall, with panel-level packaging and optical interconnects becoming focal points. Analysts believe.
3. RecodeX reconstructs the news: The U.S. Securities and Exchange Commission (SEC) unexpectedly canceled a scheduled crypto regulatory meeting, did not announce a new date, and postponed the tokenized securities regulatory plan. As a result, the price of Bitcoin fell, and shares of related crypto companies also dropped. The stalled regulatory progress further intensifies uncertainty facing the crypto industry.
4. RecodeX reconstructs the news: Although U.S. auto tariffs on China are as high as 127.5%, a large U.S. company has still purchased 3,200 units of Chinese-made cars. The company’s specific name and model information have not yet been disclosed, and transaction details are pending further verification.
5. RecodeX reconstructs the news: The Myanmar government stated that it has verified that more than 300,000 Rohingya refugees are eligible for repatriation. The Rohingya exodus has now entered its ninth year. At present, no specific repatriation arrangements or launch timelines have been made public.
6. RecodeX reconstructs the news: The photovoltaic supply chain saw a rare broad-based rally across the board. Spot prices rose by nearly 24% in a single day. This round of price increases covers multiple links in the supply chain, and the market is widely watching whether it signals that an industry turning point has arrived. Specific products, regions, and the sustainability of the price increases still require further confirmation.
7. RecodeX reconstructs the news: U.S. President Trump said that, based on his “good relationship” with North Korea’s top leader Kim Jong-un, he has ordered a significant reduction in the scale of joint U.S.-South Korea military exercises. The decision could affect the military preparedness posture of the U.S.-South Korea alliance, but the exact reduction percentage and scope have not yet been disclosed.
8. RecodeX reconstructs the news: In its latest research report, China Citic Securities believes that the adhesive filament yarn industry will enter a phase of tighter supply-demand balance and rising price centers. Export demand continues to grow: in 2025, the industry’s export volume increased by 18.2% year-on-year to 1.14 million tons; in the first half of 2026, it is expected to rise another 30.9% year-on-year. Domestic incremental supply is operating near full capacity: in 2025, the operating rate reached 89.8%, and semi-continuous spinning capacity faces pressures from policy-driven elimination, environmental upgrades, and relocation. It is expected that during 2026–2028 the industry will see supply-demand gaps, and product prices will have support.