Micron Technology on Saturday began expanding its plant in Hiroshima, Japan, to further increase capacity for advanced memory chips to meet growing demand for artificial intelligence computing hardware, according to Ming Pao.

攻撃者は、人気のMac用クリップボードアプリ「Maccy」の偽アプリを利用して、「PamStealer」と呼ばれる新しいパスワード窃取型マルウェアを拡散させている。このマルウェアは、ユーザーを騙して偽のインストーラーを実行させ、ログイン認証情報、ブラウザのデータ、および仮想通貨ウォレット情報を盗み出す。

OUSD、Dragonflyのパートナー：OUSDがCircle／Tether／Paxosの3大企業に与える影響は？ 金色財経、ステーブルコインの細分化はさらに進む見通し

According to CNBC, Goldman Sachs turned more bearish on the Japanese yen and raised its USD/JPY forecasts to 162 in three months, 163 in six months and 165 in 12 months, from 160, 158 and 155, respectively, saying any Japanese market intervention to support the currency would likely have only a temporary impact. The bank’s revised outlook follows the yen falling to its weakest level against the dollar in four decades last week, keeping Japan’s Ministry of Finance in focus as investors watch for possible intervention. Goldman cited a macro backdrop of higher-for-longer U.S. yields, low recession risk, fiscal concerns and only gradual Bank of Japan hikes, and said it expects USD/JPY to resume climbing after any intervention unless there is an unexpected negative U.S. growth shock or a more aggressive BoJ tightening pivot. Goldman also said Japan’s fiscal stimulus plans could lift domestic bond term premiums relative to U.S. Treasurys, a dynamic it said has historically coincided with further gains in USD/JPY. Separately, Goldman said it expects the dollar to stay strong, revised its EUR/USD forecasts to 1.14 in three months and 1.12 in six months and 12 months, and said it strengthened forecasts for the Indian rupee and became more optimistic on Colombia’s peso while continuing to favor using the yen as a funding currency for high-carry emerging-market trades.

Samsung Electronics and SK Hynix are re-evaluating when to adopt hybrid bonding technology for next-generation high-bandwidth memory (HBM), South Korean media reported. According to Odaily, the expected rollout may be delayed further than previously anticipated because demand has eased for thinner HBM designs and improved heat dissipation performance. The two companies are also developing new cooling approaches, including HPB and iHBM, and plan to apply them to HBM5 products. Industry sources said hybrid bonding is still viewed as an important medium- to long-term technology path as HBM I/O counts continue to increase.

South Korean lawmakers are escalating concerns about the risks of single-stock leveraged exchange-traded funds, with an opposition party member calling for the products to be delisted, according to Bloomberg.

Traditional DRAM contract prices are forecast to rise 13% to 18% quarter-on-quarter in the third quarter of 2026, while NAND flash contract prices are expected to increase 10% to 15%, according to a latest TrendForce report. The report said demand from AI inference systems and hyperscale data centers remains strong, keeping DRAM and NAND supply constrained as memory makers continue shifting capacity toward higher-margin server products, further squeezing consumer memory output. Nomura Securities said the key issue in the global memory industry remains a severe supply shortage and that AI-driven structural demand growth has not yet peaked, adding that concerns about a supply glut are overstated and that the cycle from semiconductor investment to realized capacity is very long, Jiemian News reported.

According to Lianhe Zaobao citing AFP, masked thieves broke into the Lalique Museum in Wingen-sur-Moder in northeastern France at around 5:30 a.m. on July 5, forcing open a door and smashing six display cases in the jewelry gallery to steal about 20 pieces. A source said losses are still being assessed but could total several million euros, likely close to EUR 4 million (about SGD 5.91 million). Another source close to the investigation said the stolen items were crystal pieces without gemstones and could not be melted down. The museum said on its website it will close for several days following the theft, and investigators are analyzing surveillance footage after an alarm sounded but a cleaner arrived before the security company completed its check and then called police. The town’s mayor told local newspaper Dernières Nouvelles d’Alsace he was angry and criticized the security company for not responding immediately or notifying the gendarmerie. The report noted that after a daytime jewelry heist at the Louvre in Paris last October, the museum was considered among “sensitive” sites; in that robbery, thieves stole jewelry valued at USD 102 million in under eight minutes.

ByteDance Ltd. and Alibaba Group Holding Ltd. are shutting down features that let users build and chat with AI companions as they prepare for new Chinese regulations governing human interactions with artificial intelligence, according to Bloomberg.

Mirae Asset Securities is considering compensating individual investors who subscribed to SpaceX’s initial public offering (IPO) but did not receive allocations, with compensation calculated as accrued interest at an annualized 10% for the period their funds were frozen, according to Ming Pao, citing The Chosun Ilbo and a Mirae Asset Securities source. The total compensation amount is expected to be about 1.4 billion won.

ARK Invest、投資、ハッシュレート、ARKが暗号資産関連株を大量買い：リスクは低減か、それとも二重の圧力か？ 金色財経、暗号資産関連株の変動幅はビットコインをはるかに上回っている。

Strategyの「原動力」は、依然としてBTC、MSTR、およびその優先株が継続的に資金調達能力を維持していることに依存している。確かに、ある意味では、Strategyが月曜日に講じた措置は、問題をまた少し先送りしたに過ぎない。

「船に穴が開いた」状態から一躍注目を集めるまで、テンセントのAIが巻き返したスピードは市場の予想を上回った。

投資家にとって、今後2ヶ月間で真に注目すべきは、決算シーズンにおける設備投資の見通しと、ストレージ価格の上昇が実際にどのペースで実現するかという点であり、これこそがポジションの転換の真の鍵となる。

モルガン・スタンレーは、年間を通じて利上げがないという基本予測を維持し、「AIは必然的に利下げを招く」という一般的な見方について、「ほぼ間違いなく誤りである」と明言した。

1998年にテスト用に作成され、適切に匿名化されることのなかったデータセットにより、7万人のシンガポール国民の氏名、NRIC番号、住所が流出していたことが判明した。このデータは、IBMが管理するクラウド環境内に、30年近くも気づかれることなく放置されていた。

利上げに関する見通しの修正に加え、市場の流動性面における限界的な変化が相まって、業績に裏打ちされた一部の非AIセクターの回復を後押しする見込みだ。

インド株式市場は、AIテーマとの相関性が低いことを強みとして、新興市場ポートフォリオにおけるリスク分散のためのヘッジ手段となっており、資金配分のロジックは「弱み」から「強み」へと転換した。