1. 上海：推进高性能算力芯片、通用处理器芯片、存储芯片、互联芯片和智能传感器达到国际先进水平。 2. 美光研究员警告：“内存墙”依然存在，HBM无法跟上计算速度的提升。 3. 消息称三星电子下半年DRAM增产速度可能低于预期。 4. 韩国SK海力士工会否决薪资协议，过半数员工投反对票。 5. 机构：内存持续短缺，全球平板显示器市场今年预计同比下降4.7%。 6. 内存存储成本飙升，亚马逊硬件最高涨价60%。 7. 小米玄戒O3官宣支持LPDDR6，长鑫存储为国产内存合作伙伴。 8. TrendForce：DDR5 16Gb (2Gx8) 4800/5600现货均价较上日持平。 9. 佰维存储：上半年净利润71.66亿元同比扭亏，AI新兴端侧存储产品收入同比增长4.34倍。 10. 盈新发展：长兴半导体集中达成两项存储产业战略合作。

美国副总统万斯：加拿大在最后一刻提出了无理要求。我以为我们本已经达成协议。

At the 24th session of the 14th NPC Standing Committee in Beijing, NDRC deputy director Wang Changlin reported China’s economy has been broadly stable with measured progress, with supply‑demand structure improving, new productive forces accelerating and high‑quality development advancing. For H2 the government said it will prioritize implementing the 15th Five‑Year Plan and boosting macro policy effectiveness, intensify efforts to unlock domestic demand, promote innovation‑led industrial modernization, deepen reform and opening, advance coordinated urban‑rural and regional development, accelerate the green transition, strengthen security in key sectors, deploy measures to protect and improve livelihoods, and orderly resolve key risks.