伊朗外交部发言人巴盖伊：卡塔尔代表团访问伊朗马什哈德，伊方已向其传达观点和立场。

China said the Hague arbitration ruling — which found China’s maritime claims in the South China Sea inconsistent with international law — is illegal, invalid and non‑binding; China does not accept or recognize it and will not accept any claims based on the ruling. The Philippines said it will continue to push for a Code of Conduct in the South China Sea and treat the arbitration award as an immutable basis. China called a Code of Conduct a key measure to implement the Declaration on the Conduct of Parties in the South China Sea and a China‑ASEAN consensus, pledged to accelerate consultations with ASEAN to conclude the code, and urged the Philippines not to use the ruling to obstruct its conclusion.

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.