News

The U.S. Department of the Treasury announced the official launch of full functionality of U.S. President Trump’s account and app.

The Russian Ministry of Defense: The Ukrainian army lost as many as 1,350 soldiers in one day.

According to the New York Times, Iran has historically had fierce political rivalries that sometimes explode into public view. But these divisions have traditionally been between conservatives, who adhere to the religious and anti-Western ideology of the Islamic Revolution, and reformists, who seek change but have been repeatedly thwarted. Now, in the vacuum left by the assassination of former Supreme Leader Ayatollah Ali Khamenei, who had absolute power over all major decisions, conservatives are divided. One side calls itself the pragmatist, arguing that the country's survival requires an end to hostility with the United States and an opening of the economy. On the other side are a few hardliners; Refuses to make any concessions to the United States (including on its nuclear program) and believes Iran can win by prolonging the war. According to four senior Iranian officials and two members of the Revolutionary Guards, the public disagreements are just the tip of the iceberg, and deeper rifts are forming behind the scenes. They described a fierce battle as each side tried to win over the new supreme leader, Mujahidabala, as an ally to dominate Iran's political future. According to them, Currently, the pragmatists (including senior Revolutionary Guard generals, Speaker of Parliament Qalibaf, President Pezeshitsyan and Secretary of the Supreme National Security Council General Zolgadel) have the upper hand. Ignoring outside noise, they pushed forward with key decisions on accepting a ceasefire, direct negotiations with US Vice President Vance, and signing an agreement with Trump. And the supreme leader no longer seems to have "absolute power." In the months since the war began, Revolutionary Guard generals have consolidated power, actually running the country. In a sign that decision-making has shifted away from the absolute power of the former Supreme Leader to a more collective process under the current Supreme Leader: Iran's Vice President for Administrative Affairs Mohammad-Jafar Ghampanah recently stated that the new Supreme Leader does not have the final say. Gampanach said Mujtaba's opinions were similar to those of other officials and should be discussed and considered. "If we only need to implement the opinions of the Supreme Leader, then why do we have parliament and the National Security Council?" he said, addressing senior government leaders. Under the previous supreme leader, Such a statement is unthinkable.

According to TASS, the Russian Ministry of Defense stated that its troops are clearing Ukrainian forces from the town of Leman.

According to TASS, the Russian Ministry of Defense stated that Russian troops have captured five settlements in eastern Ukraine.

According to TASS news agency: Russian President Vladimir Putin signed a law amending the tax code to support the domestic fuel market.

According to reports from Saudi media Hadass and Al Arabiya Satellite TV, negotiations between the United States and Iran will be held in Pakistan on July 11.

Ukrainian Energy Company DTEK: Russia attacked a coal mining company in eastern Ukraine, killing one miner and injuring five others.

Relevant Egyptian ministers revealed that Egypt is expected to receive 1.5 billion euros in funds under the EU aid package in the next few days.

1. SK Hynix1. Cheongju M15X (key DRAM/HBM production capacity) Estimated shipment pace: gradually contribute to HBM-related supply from 2026; become one of the core sources of AI DRAM increment from 2026 to 2027. 2. Yongin Semiconductor Cluster (Yongin Cluster) Estimated shipment pace: the first Fab enters the production stage in 2027; multiple Fabs continue to expand production from 2028 to 2030; 2030+ full-scale HBM and advanced DRAM base. 3. HBM packaging base in Indiana, USA. Estimated shipment pace: 2027-2028 packaging production capacity will be gradually formed; 2028 will begin to support HBM shipments on a large scale. 2. Samsung Electronics1. Pyeongtaek P4/P5 production line group (core DRAM and HBM) Estimated shipment pace: 2027 partial trial production and customer verification; 2028 large-scale mass production stage. 2. HBM dedicated production capacity expansion (Cheonan/Onyang) Estimated shipment pace: 2027–2028 to enter the HBM4 mass production window. 3. Micron1. Idaho/New York State, USA (Advanced DRAM Base) Estimated shipment pace: Initial wafer output will begin after mid-2027; large-scale supply will begin in 2028+. 2. Singapore's NAND + DRAM hybrid production expansion is expected to ship rhythm: HBM/NAND related production expansion will begin to contribute to output in 2027; it will enter a stable shipping cycle in 2028. Summary: Judging from the production expansion situation, the three production expansions will begin to "gradually materialize" in 2027, but the structural gap is still there. HBM supply will remain a bottleneck. Starting in 2028, a new round of HBM and DRAM production capacity will be released intensively, and the price cycle may enter a rebalancing stage.

German Chancellor Mertz held a phone call with Ukrainian President Volodymyr Zelensky to discuss Russia's air strikes in Kiev and other parts of Ukraine.

European Commission President Von der Leyen: Ten months ago, the European Commission proposed suspending trade preferential treatment under the EU-Israel Association Agreement.

U.S. Geological Survey: A magnitude 5.1 earthquake occurred 264 kilometers west of Abepura, Indonesia.

South Korea has restarted tungsten mining for the first time in 32 years, and relevant companies and local governments are considering supplying it to Japan. If it can be realized, Japan's tungsten procurement channels that have always relied on China will be expanded. It is expected to become a new pillar of industrial cooperation between Japan and South Korea. The Korean subsidiary of Almonty Industries, the global ore mining giant in the United States, started mining operations in Yeongwol County, Gangwon Province, eastern South Korea in March. This is the first time production has resumed in 32 years since the mine was closed in 1994. The reason behind this restart of mining operations is high demand. Almonte acquired the mine in 2015 and invested approximately 40 billion yen to promote development. The annual output is expected to reach a maximum of 4,600 tons. About half of the production in a short period of time will be supplied to the United States under long-term contracts. The remaining production will be allocated to Asia, including South Korea and Japan, and Europe. Tungsten is a rare metal indispensable for manufacturing a wide range of products including cutting tools and automobiles. In recent years, as the demand for semiconductors for artificial intelligence (AI) continues to expand, the supply and demand relationship for tungsten has become increasingly tense. China, which accounts for about 80% of global tungsten production, has tightened export controls. Coupled with tensions in the Middle East, the transaction price of tungsten has increased 4 to 5 times in the past year.

National Gas Company of Ukraine (Naftogaz): A gas production facility in Ukraine's central Poltava region was attacked by a Russian drone, causing a fire.

Russia said a Ukrainian drone attacked an oil depot in St. Petersburg.

According to Japan's Kyodo News Agency: Japan's Minister of Defense and Minister of Foreign Affairs will attend next week's NATO summit.

Russia says a drone attack hit a St. Petersburg oil terminal.

Ukraine's General Staff has denied that Russian troops have occupied Kostyandinvka in eastern Ukraine.

Japanese Minister of Economy, Trade and Industry Ryomasa Akasawa: Ready to assist overseas chip manufacturers to invest in Japan.