U.S. government officials said ANTHROPIC and U.S. Commerce Department officials will meet on Monday to seek resolution of a dispute over export restrictions.

A domestic copper-foil maker said its HVLP fourth‑generation compute copper foil for AI servers and high‑speed optical modules is booked through H2 2027. Suppliers must move from RTF to HVLP1–2 then HVLP3–4, with each generation needing a 6–12 month validation cycle and 1–3 years for full system‑level certification. Buyers including NVIDIA, AMD, Intel and Huawei Ascend enforce strict generational requirements and certify only a handful of global suppliers.

Japan tertiary industry activity index MoM +1.3% in April; prior -0.2%.