市場消息：塔塔通信表示，6月5日發生在其與新加坡STT公司共同擁有的德里數據中心的一場火災，對該設施的部分區域造成了“嚴重破壞”。

船舶追蹤數據顯示，過去12小時內，至少有兩艘幹散貨船和一艘貨船在聯合國機制下通過霍爾木茲海峽。

June 23 — As PCB stocks plunged, market chatter that NVIDIA had demanded a 10% price cut from PCB suppliers and that Shenghong Technology’s capacity expansion delayed Rubin platform shipments circulated. Multiple PCB manufacturers and market sources told reporters these claims are materially exaggerated and misread; the assertion that Shenghong caused Rubin delays lacks industry logic. Separately, foreign bank JEFFERIES said the Kyber backplane PCB rollout originally planned for 2027 may slip to 2028, reviving debate over the timing of AI-related PCB demand.