國際金融協會：6月非居民投資者從新興市場投資組合中淨撤出178億美元，主要受股票大規模流出拖累。

Nanya Technology said at an investor briefing that next‑generation AI acceleration platforms including Rubin Ultra and TPA are lifting HBM bit demand and crowding out traditional DRAM capacity, and that global DRAM should remain supply‑deficit through 2028. The company forecasts capacity will grow about 69% in 2026–2028. A new 5A fab will deploy 1C/1D nm process nodes and add roughly 45,000 wafers of capacity, improving wafer‑bit output. Nanya expects bit shipments to rise 8% in 2027 and 53% in 2028 to 6.75 billion Gb and 10.33 billion Gb, respectively. It said Q2 average per‑Gb prices have not fully reflected recent contract price increases and timing of renewals with large long‑term customers, leaving upside risk to Q3 ASP.

OpenAI宣佈將於8月9日停止開發AI瀏覽器Atlas。該公司正將該瀏覽器的部分功能整合到ChatGPT桌面應用及Chrome擴展程序中。這距離其在2025年10月推出ChatGPT Atlas僅不到一年。這意味着OpenAI放棄了提供一款AI瀏覽器，旨在挑戰Chrome等現有產品的計劃；與此同時，推出Comet瀏覽器的Perplexity和推出Dia的The Browser Company等其他公司仍在繼續角逐AI瀏覽器市場。