Politico reports U.S. Senators Tim Scott and Bill Hagerty introduced legislation to secure the AI supply chain that would allow the U.S. to block transfers of AI technology to Cuba and Iran.

港股半導體板塊午後震盪走強，兆易創新(03986.HK)漲超14%，華虹宏力(01347.HK)漲超8%，中芯國際(00981.HK)漲超5%，上海復旦(01385.HK)、瀾起科技(06809.HK)等跟漲。

June 29 — Foreign Ministry spokesman Guo Jiakun said at a routine briefing that Australia and Vanuatu signed an economic and security cooperation agreement today that bars establishment of foreign military bases on Vanuatu territory. Guo noted Australian officials had earlier expressed concern that China may be seeking to expand a security presence in the region, including Vanuatu. He said China pursues pragmatic cooperation with Pacific island countries, including Vanuatu, based on mutual respect, equality, mutual benefit and openness, and urged that external cooperation with Pacific islands should genuinely support their development and stability, should not target third parties and should not be used for geopolitical rivalry.