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Tech publication The Information reports China has started mass-producing domestic DUV lithography machines, the chipmaking tools used to print circuits onto wafers. Dutch supplier ASML has dominated this equipment category, and export controls assumed China would stay dependent longer.

𝗧𝗛𝗜𝗦 𝗜𝗦 𝗠𝗨𝗖𝗛 𝗕𝗜𝗚𝗚𝗘𝗥 𝗧𝗛𝗔𝗡 “𝗧𝗛𝗘 𝗣𝗘𝗡𝗧𝗔𝗚𝗢𝗡 𝗠𝗔𝗬 𝗨𝗦𝗘 𝗔𝗜.” President Donald Trump’s new Executive Order signals a fundamental change in defense acquisition: contractors will increasingly be expected to prove where critical materials, components, equipment, and software originate—through subcontractors and toward the raw-material source. The Pentagon wants to see the defense supply chain, identify where an adversary could interrupt it, and make prohibited foreign sourcing harder to excuse. The order directs the Department of Defense to: • Map designated critical supply chains. • Obtain hierarchical bills of materials showing what is inside a defense product, who supplied it, and where it originated. • Extend visibility beyond prime contractors into lower-tier suppliers. • Identify foreign dependencies, bottlenecks, sole-source suppliers, concentration risks, and single points of failure. • Use AI to analyze acquisition data and expose connections conventional contract reviews may miss. • Accelerate qualification of alternative sources and materials. Beginning January 1, 2027, certain waivers involving covered materials from prohibited sources will become substantially harder to obtain. Contractors seeking waivers may need approved mitigation plans showing how the dependency will be reduced or removed. Fraud, deliberate misrepresentation, or willful failure to implement an approved plan could result in contractual remedies and possible referral to the Attorney General. Restrictions under 10 U.S.C. §4872 concern designated sensitive materials from China, Russia, North Korea, and Iran, including certain specialty metals, rare-earth elements, permanent magnets, and tungsten-related materials. But one distinction matters: 𝗔𝗜 𝗜𝗦 𝗡𝗢𝗧 𝗕𝗘𝗜𝗡𝗚 𝗔𝗨𝗧𝗛𝗢𝗥𝗜𝗭𝗘𝗗 𝗧𝗢 𝗗𝗘𝗖𝗜𝗗𝗘 𝗜𝗡𝗗𝗘𝗣𝗘𝗡𝗗𝗘𝗡𝗧𝗟𝗬 𝗪𝗛𝗜𝗖𝗛 𝗖𝗢𝗠𝗣𝗔𝗡𝗜𝗘𝗦 𝗔𝗥𝗘 𝗧𝗥𝗨𝗦𝗧𝗪𝗢𝗥𝗧𝗛𝗬. AI will help map and analyze supply-chain vulnerabilities. Human officials retain responsibility for waivers, mitigation plans, contracting actions, and enforcement. President Trump and Secretary of Defense Pete Hegseth deserve recognition for this determination to expose hidden dependencies and strengthen the industrial foundation behind the American warfighter. Now comes the decisive test: implementation. AI cannot map what contractors cannot identify, subcontractors will not disclose, or suppliers report inaccurately. 𝗦𝗨𝗣𝗣𝗟𝗬-𝗖𝗛𝗔𝗜𝗡 𝗠𝗔𝗣𝗣𝗜𝗡𝗚 𝗜𝗦 𝗡𝗢𝗧 𝗔𝗗𝗠𝗜𝗡𝗜𝗦𝗧𝗥𝗔𝗧𝗜𝗩𝗘 𝗖𝗢𝗠𝗣𝗟𝗜𝗔𝗡𝗖𝗘. 𝗜𝗧 𝗜𝗦 𝗔 𝗧𝗘𝗦𝗧 𝗢𝗙 𝗪𝗛𝗘𝗧𝗛𝗘𝗥 𝗧𝗛𝗘 𝗦𝗬𝗦𝗧𝗘𝗠 𝗕𝗘𝗛𝗜𝗡𝗗 𝗧𝗛𝗘 𝗪𝗔𝗥𝗙𝗜𝗚𝗛𝗧𝗘𝗥 𝗖𝗔𝗡 𝗦𝗨𝗥𝗩𝗜𝗩𝗘 𝗖𝗢𝗡𝗧𝗔𝗖𝗧 𝗪𝗜𝗧𝗛 𝗪𝗔𝗥. “Don’t sell me hype and call it readiness. Prove it before you put a soldier’s life behind it.” — Linda Restrepo Editor-in-Chief, N360™ — Sovereign Intelligence & National Security Technologies #DefenseSupplyChain# #ArtificialIntelligence# #DefenseIndustrialBase# #NationalSecurity# #MilitaryReadiness#

SAMSUNG’S $200B BROADCOM DEAL IS BIGGER THAN A MEMORY SUPPLY CONTRACT. 📊 Samsung Electronics $005930 and Broadcom $AVGO have agreed to pursue more than $200B of semiconductor cooperation through 2030, covering HBM, advanced foundry manufacturing and packaging. Reuters separately confirmed the $200B Samsung–Broadcom portion of the wider Korea–US semiconductor agreements. The headline number is huge, but the strategic shift matters more. Samsung is trying to move from being viewed as a component supplier to becoming a full-stack AI semiconductor partner: Memory → Foundry → Advanced Packaging The reported scope includes HBM4 and HBM4E for Broadcom’s AI accelerators, sub-2nm foundry processes for key chip products, and integrated support from design optimization through packaging and mass production. That matters because Broadcom is one of the central players in custom AI accelerators and high-speed data-center networking. If this MOU converts into real production orders, Samsung would capture more value from each AI chip—not only memory revenue, but also manufacturing and packaging economics. For the Korean market, Samsung is the clearest direct beneficiary. Equipment, materials and packaging names may follow, but only after capacity expansion, supplier participation and actual purchase volumes are confirmed. I would not treat the entire $200B headline as booked revenue yet. This is still an MOU. The real revaluation depends on: → Final contract volumes → Product and process allocation → Production timing → Pricing and margins → Whether orders translate into utilization and earnings The headline creates expectations. Execution is what creates the rerating. $005930 $AVGO For reference only. This is not investment advice. Avoid excessive leverage, do not chase sharp moves and maintain strict risk management.

Verizon posted mixed Q2 results, beating earnings expectations while missing top-line revenue targets. THE HIGHLIGHTS: Consumer postpaid phone net additions reached 184K—a 5-year Q2 high—though equipment revenue dropped nearly 20% on delayed upgrades. THE YIELD: Verizon pays a 6.38% dividend yield with Grade A dividend consistency. THE RATING: Weak top-line momentum keeps the Seeking Alpha Quant score at a neutral HOLD. Is Verizon's 6.38% yield enough to make it a standout dividend play? $VZ

The conflict with Iran is rapidly escalating as the U.S. reportedly surges troops, military assets, and equipment to the region while expanding strikes deeper inside Iranian territory. President Trump warned Iran and the Houthis they will face devastating consequences for any further attacks after Iran launched overnight strikes on U.S. bases in Kuwait and Bahrain. @TreyYingst reports live from the region.

Elon Musk: Tesla’s Secret AI Chip Factory Could Change Everything That said, we expect to announce their location soon and provide more details about our plans in that regard, but we'll leave that to the product launch announcement. Rather than trying to squeeze it into an earnings call, I think this is a very big announcement and deserves to have its own spotlight, instead of being squeezed into an earnings call. But I do think this is going to be an amazing initiative, and a necessary one. Without it, we will be constrained in our ability to scale up mass production because we simply won't have enough AI chips. So, it's crucial to solve that. And we'll have to solve memory, logic, and packaging in order to scale. We'll leave the rest for its own announcement. We've placed equipment orders for our development fab in Austin. And that development fab, I think, is pretty cool because it's intended to have lithography mask production, logic, memory, packaging, and chip testing — all under one roof. So you can have a very fast iterative cycle, try out new chip designs very quickly, and see if they work. I don't think such a building exists anywhere on Earth. So this is really going to be super helpful as we try some exciting, adventurous, high-risk, high-payoff bets.

Deep in the Wuling Mountains, the girls' football program at Sanhe Primary School began with no proper pitch and limited equipment. But over the past decade, football has helped open a path to the wider world. The school has produced 53 national-level athletes, while more than 200 players have moved on to leading schools through football programs. Some carried flags at the 2019 FIFA Women's World Cup in France, while others went on to sign with professional women's football clubs.

Q2 Shareholder Update → Highlights – Cybercab began production at Gigafactory Texas – Tesla Semi remains on track for volume production this year at our new factory in Nevada – Making continued progress with battery pack capacity expansion (the main limiting factor to near-term vehicle production volume increase) – Megafactory Texas is nearing completion (start of production planned for this year) – More customers are now opting to subscribe to FSD at the time of vehicle purchase! – Robotaxi rollout continued in the US. Now live in 7 major metros – Construction of Optimus at Fremont Factory began after decommissioning the Model S & X lines. Planned production later this year From here, there remains much hard work as we aim to revolutionize transportation, energy and productivity through our leading real-world AI. Scaling will be non-linear and we are focused on long-term value creation. We’ve never been more optimistic about the future. Automotive – Record deliveries in several markets: South Korea, Australia, Colombia, Japan, Taiwan, Thailand, Portugal, the Philippines, Chile, Slovenia & Lithuania – We launched the Model YL in the US in July and have seen a positive response from customers Energy generation and storage – Record energy storage deployments in EMEA, supported by record deployments from Megafactory Shanghai, which continues to ramp production – On track to begin production of Megapack 3 & Megablock this year at our new Megafactory Texas – Powerwall 3P (three-phase) is now available in Germany and is designed to meet the power needs of German homes with a single unit Robotics – Installing the first-generation lines for Optimus at Fremont Factory, where we expect to start production soon – The initial Optimus builds will be used in our Optimus Academy for training data collection and further functionality development – Additionally, we continued site development at Gigafactory Texas with building construction now in full swing AI Training Compute – More than doubled our onsite compute in Texas (in terms of MW of compute) during the first half of 2026 – Cortex 2 supports the development of both vehicle and humanoid robot autonomy software & will ramp further over the rest of the year Battery – Ramping new battery & material factories, including vehicle pack capacity in Berlin, cathode material production and lithium refining in Texas and LFP cells in Nevada for our energy storage products – Increasing production of 4680 cells to support ramping Cybercab & Tesla Semi plus increased production of Model Y Other Supporting Infrastructure – Added over 2,400 net new Supercharging stalls, growing the network by 17% year-over-year AI Software – Started rolling out FSD v14 lite to early-access customers in the US & South Korea with AI3 hardware This software build distills the driving behavior from AI4’s v14 series into both the camera & compute configuration of AI3, bringing destination options & speed profiles. It also addresses challenging driving scenarios with improved proactive & reactive responsiveness AI Inference Compute – Making progress on construction & equipment procurement for our semiconductor fab in Austin Automotive and Other Software – Rolled out Summer Release: Self-Driving stats are now available in the mobile app Grok can make phone calls, search & play music, and adjust climate controls, among other things Automatic Navigation expands beyond home & work to support any destination based on personal habits and schedule Robotaxi – Started production of Cybercab, our purpose-built autonomous EV designed to be the workhorse of our Robotaxi fleet – Began offering employee rides in Cybercabs on our GFTX campus in July – Preparing for expansion of our Robotaxi service to additional US metros: testing, permitting & first responder training – Expanded unsupervised rides to the entire Austin metro area & launched unsupervised rides in Miami, Orlando & Tampa in July FSD Supervised – Record net new subscriptions in Q2 – Record FSD attach rates in North America, with over half of new deliveries including FSD subscriptions – Received additional approvals in Lithuania, Estonia, Denmark & Belgium, with customers in these countries driving over 50 million kilometers (31 million miles) on FSD as of July