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June 15 – JPMorgan Chase’s latest research report projects the global multi-layer ceramic capacitor (MLCC) market will see a sharp tightening of supply-demand dynamics in the coming years, potentially tipping into a shortage phase between 2027 and 2028. MLCCs, foundational components used across electronic devices, were long tied to demand from smartphones, PCs, and consumer electronics—but the report identifies transformative new growth drivers: AI servers and automotive electronics. AI servers are now the primary incremental demand source, per JPMorgan, as they require far higher power stability and component specs than consumer gear, calling for more high-capacity, high-performance MLCCs. The forecast calls for rapid global MLCC industry revenue growth from 2025 through 2028, fueled by product price hikes and shifting demand patterns. The market is set to swing from a roughly 10% oversupply in 2025 to a 5% shortage in 2027, then widen to a 6% shortage by 2028. On the supply side,

June 15: The Pakistan Virtual Asset Regulatory Authority (PVARA) has launched a public consultation on the draft "2026 Pakistan Virtual Asset Service Regulations" and its accompanying Special Activities Handbook. Feedback will be collected from June 11, 2026, through July 2 at 4:00 PM Pakistan time. The draft aims to set up a licensing and regulatory framework for virtual asset service providers, covering requirements including corporate governance, market conduct, customer asset segregation, technology and network security, risk management, and anti-money laundering/counter-terrorism financing (AML/CFT). It also includes 10 operational manuals for licensed business categories. PVARA stated that this consultation is intended to strengthen Pakistan’s virtual asset regulatory system and align it with standards set by the Financial Action Task Force (FATF).

On June 15, ship-tracking data from international shipping information platform Marine Traffic showed that the liquefied natural gas (LNG) carrier Disha entered the Arabian Sea that same day. The vessel is the first large energy ship to transit the Strait of Hormuz since the U.S.-Iran agreement was reached.

**News Brief** June 15 (Local Time) – Lebanese authorities confirmed Wednesday that an Israeli military operation targeting Beirut’s southern suburbs has killed at least three people. Details show an Israeli drone struck a vehicle in the Naameh area of southern Lebanon, causing additional injuries, while two Naameh-region towns were shelled by the Israeli military. Separately, an Israeli drone deployed a stun bomb over the village of Haris in southern Lebanon’s Bent Jbeil district, and the Israeli military carried out a controlled detonation in the town of Shheem (Marjayoun region, southern Lebanon). Observers warn this latest escalation threatens fragile U.S.-Iran peace talks. Israeli Public Security Minister Itamar Ben-Gvir posted on social media June 15 that the U.S.-Iran agreement is “not binding on Israel.” He stated: “Trump’s deal does not apply to us; Israel is not subject to U.S. jurisdiction… we are not a party to this accord, and it does not guarantee our security.” Ben-

June 15 — A recording from a merchant ship operating near the Strait of Hormuz, provided by a crew member that same day, shows U.S. military communications on the vessel’s radio public channel. The U.S. message stated its blockade of Iranian ports and coastal areas remains in effect, warning ships not to attempt to breach the blockade. The crew member also reported hearing U.S. forces ordering other vessels to return to Iranian ports on June 15. Earlier, the U.S. and Iran announced on June 14 that they had reached a ceasefire memorandum of understanding, with an official signing ceremony scheduled for June 19 in Switzerland. U.S. President Trump tweeted on June 14 that he ordered an immediate end to the U.S. Navy’s naval blockade of Iranian ports. (Xinhua News Agency)

Per monitoring from Dongcha Beating, Tether's native AI development platform QVAC has launched SDK version 0.13.0. Key updates in this release include: - Added the @qvac/ai-sdk-provider as a local inference provider for coding intelligences like opencode - Added support to easily package QVAC projects into desktop applications for Mac, Windows, or Linux, powered by Electron - Incorporated support for the pi0.5 visual language model, which can run at full precision on a single consumer-grade GPU - Added local map-based video functionality via the Wan2.1 model - Added a Brain-Computer Interface (BCI) plugin that decodes neural signals into text directly at the device level Additionally, the update brings Android-side optimizations for Whisper GPU transcription, improvements to mobile Parakeet speech recognition, and full GPU acceleration support for Supertonic TTS. --- Click the original link below to join the Dongcha Beating · Feishu AI News Channel, which tracks global AI hot topics