Semiconductor Supply Deals: Samsung and SK Hynix are set to announce major memory chip supply agreements with U.S. tech firms during President Lee Jae Myung’s San Francisco visit, signaling fresh momentum in AI-driven HBM and long-term memory demand. AI Compute Pressure: OpenAI president Greg Brockman says the industry will stay in a “compute shortage” for the foreseeable future, forcing tough choices on what gets trained and scaled. Industrial Automation Push: Honeywell plans to expand building and process automation products in data centers, healthcare, and hospitality in H2, leaning on its pure-play automation focus after the aerospace spin-off. Electronics & Trade Tensions: Malaysia’s SME exporters warn that new U.S. forced-labor tariffs (10%) will strain cash flow, with light electronics and precision engineering among the most exposed sectors. Rare Earths for High-Tech: Japan reports deep-sea exploration mud samples with ~54% medium/heavy rare earths, including dysprosium and yttrium, paving the way for a larger mining test. Wearable Tech Launch: Sony’s Reon Pocket Pro Plus wearable thermal device is arriving in the U.S., targeting heatwave comfort with a neck-worn cooling design. Warranty Clarity: Dynaudio says existing U.S. warranties will be honored after it exits North American direct operations, though support logistics are still being finalized. Security & Components: An Estonian man pleaded guilty in Brooklyn to exporting sensitive electronics to Russia for defense and electronic warfare uses.