U.S. Senate Minority Leader Schumer urged a classified briefing for the full Senate on artificial intelligence.

Elon Musk’s Terafab is accelerating semiconductor equipment procurement. In Q2 it moved large front-end orders forward with ASML, Applied Materials, Lam Research and Tokyo Electron; procurement in H2 will progressively shift to packaging and other back-end equipment. South Korea’s Hanmi Semiconductor has won an order from Terafab for AI-system semiconductor packaging equipment, becoming the first Korean supplier in Terafab’s back-end supply chain; contract value, quantities and delivery timing were not disclosed. Terafab now targets first production in 2029, later than prior reports of trial runs end-2027 and mass production in 2028.

亞馬遜(AMZN.O)：我們已決定暫停與21航空的合作。