U.S. President Trump’s plane has landed in Ankara; he will attend the NATO summit.

Ming‑Chi Kuo, analyst at Tianfeng International Securities, wrote on social media that based on past patterns TSMC is unlikely to provide a major update on glass core substrate (GCS)/CoPoS at its July investor briefing, noting TSMC already disclosed key R&D results and unusually named partner suppliers at a June Japan seminar. If Kuo's inference is correct, the likelihood that Innolux and Ibiden will provide major GCS updates at their August briefings is also low.

Commander of Ukraine's drone forces said Ukrainian drones struck two Russian "shadow fleet" oil tankers in the Sea of Azov.