A UK Ministry of Defence spokesman said a Russian "Bear-F" maritime patrol aircraft repeatedly approached the UK carrier strike group while it was operating in the Norwegian Sea.

President Sisi inaugurated Egypt’s national strategic command center in the new administrative capital on the 4th. The facility is equipped with advanced technical infrastructure, secure communications and enhanced intelligence collection and analysis capabilities, and is intended to integrate leadership and operational levels into a unified command-and-control system for faster, more precise response.

1. 韓國擬以芯片產業稅收紅利設立未來基金。 2. 美光斥資90億美元擴建日本西部芯片工廠。 3. 三星第三季DRAM擬提價20%，廠家稱已接口頭通知。 4. 三星業績成AI芯片行情關鍵考驗，Q2營業利潤預計激增18倍。 5. SK海力士尋求通過在美上市吸引更多AI投資者。 6. 韓國IPO市場降溫，投資者涌向三星電子和SK海力士。 7. 瑞銀上調存儲價格預期：DRAM/NAND漲價週期延續至2027年。 8. 江波龍：預計上半年淨利潤同比增長62,204.03%~74,393.95%。 9. SemiAnalysis：AI數據中心內存支出佔比2027年或突破40%。 10. 據悉Meta正考慮與三星合作，生產價值10萬億韓元的定製AI芯片。 11. 三星、SK海力士傳帶頭要求載板廠降價。 12. 消息稱三星電子第三季度DRAM價格將上調至多20%。 13. 機構：三季度存儲器價格受AI服務器支撐，預計將季增13-18%。 14. KB證券：SK海力士下半年料將受益於AI投資加速。