The US on Friday announced a new round of sanctions after Iran resumed attacks on international shipping in the Strait of Hormuz. The Treasury designated Dubai-based Iranian banker and businessman Ali Ansari — previously sanctioned by the UK — as a key financier of Iran’s supreme leader Mojtaba, accusing him of moving public wealth into overseas real estate and commercial assets to benefit himself, regime elites and the IRGC. The Treasury’s Office of Foreign Assets Control also designated major

Federal Reserve semiannual report: in Q1 some private credit vehicles experienced a marked rise in redemption requests, reflecting several defaults and heightened concern about underlying asset quality.

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.