以色列總理內塔尼亞胡：打擊伊朗就如同從體內切除癌細胞。如果你不切除癌細胞，你就會死。

Goldman Sachs said in a July 8 report that renewed disruption to Strait of Hormuz shipping could impede restoration of Middle East oil supply. Goldman estimates Persian Gulf crude output in June remained about 10.5 mln bpd below pre-conflict levels. Despite producers beginning to restart shut wells last month, Goldman warned Hormuz interruptions could slow recovery: recent tanker attacks underscore elevated transit risk and, with ceasefire status unclear, shippers may hesitate to transit, weighing on flows. Goldman estimates flows have fallen to roughly 70% of normal after the recent attacks; earlier, within 10 days of the strait’s reopening, flows had climbed to over 80% of pre-conflict levels. Flows and oil prices face two-way risk: if the 60-day talks continue and shippers obtain security guarantees and Iran secures new waivers for sales, flows could recover by end-July; if talks break down and attacks escalate, flows could fall further.

A business-times blog on July 9 reported NVIDIA’s next-generation Rosa CPU is expected to use TSMC’s A16 process paired with backside power delivery (Super Power Rail). Versus N2P, A16 can raise chip density by up to 1.1x; shifting the power network to the wafer backside should improve power-delivery efficiency, reduce IR drop and free front-side routing for signal interconnects.