Semiconductor Supply Chain: ASML lifted its 2026 outlook after strong Q2 results, shipping 86 lithography systems as AI-driven logic and memory capacity ramps up—while investors also weighed reports that ASML may raise prices, adding pressure to chip stocks across Asia and Europe. AI Infrastructure in the Netherlands: Nebius is shifting to an “asset-light” AI cloud model, partnering with data center investors to finance and run hardware while Nebius supplies the software stack and architecture. Dutch Climate Impact: The Netherlands reported 911 excess deaths during a European heatwave period, with public health officials linking the spike to extreme temperatures. Cybersecurity: CISA and partners (including the Netherlands’ NCSC-NL) urged software makers to set up coordinated vulnerability disclosure programs with security researchers. Biopharma in Europe: Merck opened a €25m BioReliance testing facility in Darmstadt to expand GMP-compliant drug substance/product release testing and stability studies. Healthcare Innovation: Bunkerhill Health raised attention for AI agents aimed at speeding hospital workflows and follow-ups. Food Delivery Consolidation: Uber launched a €13bn takeover bid for Delivery Hero (€41.50/share), likely facing EU competition scrutiny. Autonomous Driving Tech: BYK acquired perisens to add radar measurement and testing tech for automotive radomes.