Sources say Japan-backed chip startup Rapidus is unlikely to meet its commitment to begin large-scale production of advanced chips by March 2028. The firm, which has received billions of dollars in public funding, has not yet produced a functioning SRAM cell — a prerequisite for planned 2nm production — a step that was expected to be completed this summer. Engineers are under heavy pressure to accelerate; missing the milestone suggests the project is several months behind schedule.

Markets expect higher Brazilian rates after President Lula’s re-election raised prospect of larger public spending and upward pressure on inflation. A weekly survey by economists for the Brazil central bank showed expected Selic at 13.75% next month, up from 13.5% previously; economists have raised end-2026 rate expectations for a second consecutive week. Analysts lifted their year‑end inflation forecast to 4.9% from 4.76%, well above the 3% target. Lula’s surprise win has reversed investor hopes of a policy shift, triggering sharp losses in the Brazilian real and equities and adding fiscal and currency weakness risks that could further accelerate inflation. Last week the central bank paused its easing cycle, holding Selic at 13.75% after months of cuts and warning of slowing growth, accelerating inflation and high uncertainty.

沙特阿拉伯公共投資基金支持的人工智能公司Humain：第二項融資額度最高達14億沙特里亞爾的融資安排，將用於支持變電站、輸電基礎設施及電網接入設施的開發。