Starmer announced he will resign as UK prime minister following a successful internal challenge, clearing the way for Andy Burnham to succeed him. Burnham, the long-serving mayor of Manchester, won a parliamentary seat last week, making him eligible to mount a leadership challenge. Starmer said his parliamentary party had answered the question of whether he remained the best person to lead into the next election and that he accepted their view. Labour leadership nominations open July 9 and the c

1. 臺積電28nm較年初減產25%。 2. 韓國央行警告：存儲芯片景氣週期或推高通脹壓力。 3. 存儲芯片公司英韌科技完成IPO輔導，主營業務爲高性能固態硬盤主控芯片的設計與供應。 4. 閃迪新專利：將NAND閃存堆疊在計算芯片下方，破解存儲瓶頸。 5. 電腦用內存、固態硬盤貨源緊張、成本大漲，部分機型較年初漲幅已超過20%。 6. 長江存儲出售武漢新芯39%股權。 7. IC設計廠瑞昱、聯發科將針對成熟製程產品調價。 8. 瀾起科技：近日成功送樣DDR5第六子代RCD芯片。 9. 滬硅產業：在300mm半導體硅片領域持續突破。 10. 兆易創新：存儲行業歷史上呈現顯著的週期性波動特徵，供給與需求終將走向再平衡。

With progress in US-Iran talks toward a durable peace deal, regional shipping has risen and crude flows through the Strait of Hormuz are at their highest level since the outbreak of war. Vessel-tracking shows three US‑sanctioned VLCCs—Elva, Virgo and Vigor—entered the strait on Monday carrying about 6 mln barrels of Iranian crude, en route to waters off Singapore. The tankers loaded at Kharg Island, Iran’s main export terminal, adding to roughly 20 mln barrels recently exported from Chabahar in the Gulf of Oman. The shipments indicate Iran is rapidly restoring crude production and resuming loadings from Kharg as cargoes can now reach global markets unimpeded.