亚马逊云服务（AWS）宣布Anthropic新推出的Claude Sonnet 5模型现已在Amazon Bedrock和AWS上的Claude平台上提供。

卡塔尔外交部：美伊之间的技术层级接触仍在继续，但尚未恢复高层会谈。

Huatai Securities said South Korea's $1.3 trillion semiconductor strategy equals roughly 7.8x TSMC's $165 billion Arizona investment and could materially alter global industry competition and supply-demand dynamics. Under strong AI-driven demand, expansion of advanced nodes, HBM and advanced packaging capacity should sustain incremental equipment demand; semiconductor equipment vendors may receive long-term structural tailwinds from this decade-spanning investment cycle. Relevant overseas beneficiaries include leaders in lithography, deposition and etch, and coat/develop equipment, plus firms with high memory revenue exposure. Chinese beneficiaries noted include cleaning-equipment and thermal-processing suppliers with operations in South Korea.