高通(QCOM.O)：到2029财年，手机业务预计将占其核心半导体业务部门收入的约三分之一。

SK Hynix plans to issue depositary receipts on Nasdaq to raise 45.45 trillion won (about $29.4 bln), with trading expected to begin July 10. The deal is led by Bank of America, CITIGROUP, Goldman and JP Morgan. SK Hynix, Samsung Electronics and Micron are the three HBM suppliers seen as a key bottleneck for data center expansion; Counterpoint Research estimates SK Hynix held a 57% global revenue share in Q4 2025. The company’s valuation remains below Micron and Samsung; strong storage-chip demand has driven SK Hynix’s Korean shares up over 300% YTD. A U.S. listing would broaden the investor base and could help narrow its valuation gap with peers.

The Society of Motor Manufacturers and Traders (SMMT) said UK car production rose 2.7% YoY in May to 51,178 units, ending four months of decline and driven by an 83.1% jump in exports to the US. Passenger car output was up 3.2% YoY at 49,249 units; commercial vehicle production fell 7.6% to 1,929. Exports to the EU and China slipped 5.2% and 14.3% respectively. SMMT warned high energy costs, trade risks and weak EV demand continue to threaten competitiveness; CEO Mike Hawes said manufacturers have invested billions in zero‑emission technology but weak underlying demand and rising compliance costs risk competitiveness, jobs and future investment. Total UK car production for Jan–May was down 8.7% YoY at 317,779 units.