Tianfeng International analyst Ming‑Chi Kuo says Google is developing an upgraded TPU v9 (codename Triggerfish) based on TPU v9/Humufish and has awarded an exclusive, higher‑priced order to MediaTek. Kuo retains a 4–5 mln unit lifecycle shipment estimate for Humufish and says Google will add 1–2 mln Triggerfish units, with production due end‑2027 and volume ramping in 2028. Triggerfish is priced about 30% above Humufish and is expected to provide incremental revenue for MediaTek in 2028.

Ship-tracking data show Qatar is recalling empty LNG carriers into waters near the eastern entrance to the Strait of Hormuz as it prepares to restore roughly one-fifth of global LNG supply. Three vessels linked to a Qatari state-owned shipping unit are in the Gulf of Oman approaching the Strait; five other Qatar-related ships are near eastern Omani waters and several more are en route. At least three other Qatar-related empty tankers transited the channel in the past week; Doha had previously avoided moving empty LNG carriers into the Persian Gulf on security grounds. Qatar loaded just over 300,000 tonnes of LNG in the week of June 19, the highest weekly volume since early March but only about one-fifth of levels before U.S. and Israeli strikes on Iran in late February.

Hong Kong AI-related stocks advanced: Zhipu (02513.HK) rose over 30%, Changfei Optical Fibre & Cable (06869.HK) rose over 20%, MINIMAX-W (00100.HK) rose over 12%, YingnosaiKe (02577.HK) rose over 8%, and Lanqi Technology (06809.HK) rose over 4%.