Indonesia's Ministry of Agriculture expects national rice production to exceed 38.6 mln tonnes in 2026.

Israeli Prime Minister Netanyahu said in an interview on the 19th that Israel will not tolerate Turkey expanding military deployments in Syria, particularly any extension of Turkish forces into southern Syria that would "pose a threat" to Israel. He said Israel has issued a clear warning to Turkey and added, "The message has been conveyed, but apparently they did not listen, so we will make sure they understand it better."

1. 因需求激增，据悉三星芯片代工价格最高上涨15%。 2. 消息称三星电子目标今年9月率先完成1d nm DRAM内存研发。 3. 三星：今年先进制程将贡献晶圆代工业务超过一半的收入，SF4生产线一直满负荷运行。 4. SK海力士：将买进40万亿韩元库藏股以回报股东。 5. SK海力士：2025至2027年期间将把至少五成自由现金流用于回馈股东。 6. 据悉银行大幅下调SK海力士韩股杠杆投资成本。 7. 台积电先进封装CoWoS产能供不应求。 8. 机构：预计第三季度DRAM现货销量将保持低迷，DDR4价格本周上涨0.67%。 9. 大摩警告：内存涨价情况仍然激进，Q3成熟制程DRAM可能涨价50%。 10. 迈威尔科技与谷歌扩大芯片开发合作，协议涵盖人工智能、存储和网络芯片领域。 11. Cerebras推出CS-4系统对标英伟达，称其推理速度可达GPU服务器的30倍。 12. 鸿仕达：SOCAMM内存封装设备、TIM2服务器散热点胶设备已实现对中国台湾客户批量出货。