TechFlow’s July 15 roundup tied together a busy day across AI, semiconductors, geopolitics and public markets. The most consequential hardware update came from ASML, which raised its full-year sales outlook for a second time after reporting €9.33 billion in Q2 net sales, lifting guidance from the €36 billion-€40 billion range issued in April to €43 billion-€45 billion. The change was linked to stronger AI-driven chip demand, with spending by Microsoft, Google and other large tech groups feeding orders from customers including TSMC, while ASML also said it would participate in Elon Musk’s Terafab chip project. On the AI security side, researchers said Anthropic’s Claude could be prompted into leaking sensitive user information stored in its memory system, including conversation history and private data, and no repair timeline had been given. Cursor also came under scrutiny after security firm Mindgard disclosed a serious 0day vulnerability, saying it chose full technical disclosure after the vendor failed to patch the issue quickly, triggering a split in the developer community over whether public exposure or private coordination is the better path. The roundup also pointed to rising geopolitical strain after U.S. strikes on Iran and fresh sanctions on Iranian oil networks and cryptocurrency transfer channels, while equity and macro data added to market volatility.

Starknet said it is opening its privacy development stack to developers and has introduced a privacy SDK and a privacy wallet API. According to the announcement cited by ChainCatcher, the new tools allow applications, wallets, and protocols to integrate private balances, private transfers, and related DeFi interactions on top of STRK20. The update was published under the technology category. No additional details were provided in the brief.

ADI Chain said it has completed a $50 million financing round, with IHC participating in the investment. The project is focused on stablecoin settlement and the development of financial infrastructure. According to the announcement cited by ChainCatcher, its ecosystem partnerships extend across compliant stablecoins, tokenized securities, institutional payments, Chainlink, ZKsync, and major crypto wallets. No further details on the financing structure, valuation, or other investors were disclosed in the provided brief. The update positions ADI Chain around payment and infrastructure use cases tied to digital assets and related financial services.

Beating on July 15 released its "most complete WAIC side events and food, drink, and entertainment guide," packaged under the theme "WAIC Amusement Park | Player Handbook." The guide maps out key activities inside and outside the venue during WAIC from July 17 to July 20, giving attendees a consolidated reference for planning their schedules in Shanghai. It is organized around sections including a roundup of hidden Side Events, city supply spots, and open locations. The list includes the AI Business Summit, Physical AI Camp Demo Day, AI Builders Night, the Shanghai stop of the vLLM Meetup, WAIC Afterparty, and Cafe Cursor Shanghai, spanning forums, developer meetups, startup networking sessions, brand receptions, and nighttime social events. Alongside event listings, the guide also recommends restaurants, coffee shops, bars, Citywalk routes, and Huangpu River night cruise options near venues in areas such as Expo, Zhangjiang, and West Bund. According to the release carried by BlockBeats, the guide is intended to help WAIC participants connect with industry resources more efficiently and build a fuller Shanghai AI Week experience.

DeepSeek has formally completed its first funding round, according to a ChainCatcher newsflash. Corporate registration records show that Hangzhou DeepSeek Artificial Intelligence Basic Technology Research Co., Ltd., an affiliated company of DeepSeek, recently underwent a business registration change. The update added Hangzhou Chengli Enterprise Management Consulting Partnership (Limited Partnership) and the National Artificial Intelligence Industry Investment Fund Partnership (Limited Partnership) as new shareholders. Following the change, the company’s registered capital increased to RMB 16.4475 million. The report did not disclose other financing terms.

Cross-chain protocol Owlto said on July 15 that it has joined the Google Web3 Startup Program, according to an official announcement cited by BlockBeats. The project said the program will give it access to Google Credits, along with support across technology, community, and other resources. Owlto said those benefits will be used to advance its AI-driven cross-chain infrastructure buildout. The announcement did not disclose the size of the cloud credit allocation or additional terms of the program support.

South Korea said on July 15 that it will draft a new Framework Act on State Assets, a move aimed at modernizing how government-owned assets are managed and expanding the legal perimeter to cover emerging asset classes such as cryptocurrencies. The Ministry of Economy and Finance said the current State Property Act was enacted in 1950 and was built around an asset structure centered on real estate, making it ill-suited to today’s more complex financial environment. Under the proposed framework, the definition of state assets would be broadened to include intellectual property and virtual assets. The government also said it plans to apply more specialized management and utilization mechanisms depending on the asset category, shifting the focus of state asset administration away from preservation, disposal and basic development toward value enhancement. At a Cabinet meeting held on Monday, the ministry said that while South Korea’s current national technology strategy is more focused on artificial intelligence, its commitment to developing the blockchain and digital-asset ecosystem remains in place. As part of its economic growth strategy for the second half of 2026, the government also outlined two blockchain-related priorities: continuing central bank digital currency development and speeding up work on the Digital Asset Basic Act for cryptocurrencies and stablecoins.

Samsung Electronics is considering outsourcing the backend design work for the I/O die used in Google’s 10th-generation 2nm TPU, code-named “Icefish,” according to a post on X by Citrini analyst jukan. The analyst said Samsung has already asked design solution partners about their requirements. The TPU is intended to run Google’s AI models, including Gemini, and is reportedly being co-developed by Google and MediaTek, with mass production planned as early as 2028. The chip is described as having two parts: a compute processor and an I/O die. The compute processor is expected to be manufactured by TSMC on a 1.4nm process, while the I/O die would be made by Samsung on 2nm. The post also said Samsung has recently added Anthropic and DeepX as 2nm customers alongside Google and Tesla. ADTechnology, Gaonchips, and Alphachips were named as possible outsourcing candidates, with each linked to separate 2nm or AI-related business plans.