The Jerusalem Post reports Israel expects to reach mass production of a domestic Joint Direct Attack Munition (JDAM) within two years. Under then-defense minister Yoav Gallant and recommendations from the Turkel committee, Israel began scaling up indigenous bomb production at end-2024. Israel has been highly dependent on US supplies of such munitions, especially in crises; the Biden administration partially froze some arms transfers in May 2024 over disagreement about the IDF incursion into Rafa

FuriosaAI CEO June Paik said at the FKI CEO Jeju forum that global new AI data center builds could total about 100 GW by 2030, which implies semiconductor procurement equivalent to a market worth several quadrillion won. He said generative AI is shifting from model training to application-facing inference, so future demand will concentrate on high energy-efficiency, low-power inference chips. Paik expects most newly built AI data centers will deploy inference rather than training compute and warned that energy efficiency, not raw compute, will determine competitiveness because power supply is the primary bottleneck for data center construction. He added GPUs still dominate today but achieving further efficiency gains will require task-optimized dedicated inference accelerators.

U.S. 8-week Treasury auction as of July 16: share of allotment at the awarded rate 46.6% (previous 68.8%).