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382 clusters · 1227 sources · 91 days · First seen 3 months ago · Last updated about 22 hours ago

Categories: TECHNOLOGY · BUSINESS · POLITICS

AI memory boom fuels price spikes and diversification

Overview

AI‑driven demand continues to lift DRAM and NAND prices, keeping memory‑cost pressures in focus. Apple’s split iPhone 18 launch and higher‑end Pro pricing, the resurgence of DDR5‑free CPUs such as the AMD Ryzen 7 5800X3D, and Huawei’s plan for a 12‑inch DRAM fab all illustrate how manufacturers are adapting to tighter supply.

SK Hynix’s announced shortfall—adding only about one‑sixth of its planned DRAM capacity by 2028—has been reinforced by a Bank of America report that cites long construction timelines for new fabs in Gwangju and Jeolla. Samsung’s multi‑hundred‑trillion‑won DRAM fab in Gyeonggi, slated to start construction in Q3 2026, and the broader use of strategic customer agreements aim to mitigate the crunch. The exit of legacy NAND players has pushed SLC and MLC NAND prices higher, further tightening the market through 2028.

Nvidia’s next‑generation Vera Rubin AI platform, intended for data‑center and high‑performance workloads, faces a modest delay linked to thermal‑dissipator issues and qualification of SK Hynix’s HBM4 memory. Despite the setback, demand remains strong; early adopters have committed $35 million, CoWoS supply forecasts for 2027 are up 69 %, and analysts have raised Nvidia’s target price to $330.

In the United States, a multi‑hundred‑billion‑dollar AI investment program is accelerating data‑center construction, spurring sharp rises in memory‑chip, GPU and electricity costs. These component price hikes are feeding through to consumer electronics and adding to inflationary pressures that challenge the Federal Reserve’s 2 % price‑stability goal.

Timeline

about 22 hours ago

[TECHNOLOGY] 7 sources
Apple unveils iPhone 18 Pro, foldable Ultra and staggered release schedule
Apple plans a September 2026 launch of iPhone 18 Pro/Pro Max with larger batteries, A20 Pro chips and new colors, plus a foldable iPhone Ultra. The standard iPhone 18 may arrive in spring 2027, and a 2027 20th‑
1 day ago

[BUSINESS] 3 sources
United States AI push drives soaring energy and chip costs
U.S. AI strategy invests heavily in infrastructure, sparking higher chip and energy prices that add to inflation pressures.
1 day ago

[TECHNOLOGY] 9 sources
SK Hynix capacity shortfall signals DRAM supply crunch amid industry expansion
SK Hynix will add only a fraction of its planned DRAM capacity by 2028, undermining Korea’s 2030 output goal, while Samsung unveils a new DRAM fab; the sector shifts to strategic contracts and AI investments as
1 day ago

[BUSINESS] 2 sources
India's smartphone market sees price hikes and rebranded models amid chip shortages
In India, smartphone makers are repackaging old phones as new and raising prices as memory chip shortages curb discounts during Independence Day sales, especially for budget models.
1 day ago

[TECHNOLOGY] 2 sources
On‑device AI Takes Center Stage in 2026 Smartphone Announcements
Apple, Google and Samsung announced on‑device AI for smartphones in June 2026, featuring Siri AI, Gemini Nano’s local speech‑to‑text, and Samsung Galaxy AI, all running without cloud connections.
2 days ago

[BUSINESS] 3 sources
Nvidia's Vera Rubin AI Platform Faces Minor Delay but Target Price Raised
Nvidia's Vera Rubin AI platform faces a slight production delay, but analysts raise its target price to $330, citing strong demand and growth prospects.
2 days ago

[TECHNOLOGY] 3 sources
Germany spots low‑cost memory deals as RAM prices soar
In Germany, a Kingston 64 GB USB stick sells for €9.99 and a used Corsair 64 GB DDR5 RAM kit was bought for €144, reflecting steep memory prices driven by AI demand.
2 days ago

[TECHNOLOGY] 2 sources
India's smartphone market sees premium launches and surge in refurbished demand
India's smartphone market anticipates premium launches like Samsung's Z Fold 8 series while rising prices drive a 12% annual rise in refurbished phone demand, with new shipments expected to fall.
2 days ago

[TECHNOLOGY] 2 sources
AMD Ryzen 5800X3D tops sales as DDR5 memory prices soar
AMD’s Ryzen 5800X3D tops sales as DDR5 memory costs surge, prompting upgrades to older AM4 CPUs and hybrid laptop‑desktop boards like Minisforum’s BD995M X3D.
3 days ago

[BUSINESS] 7 sources
FarEasTone posts 2026 H1 EPS of NT$2.14, beats profit targets
FarEasTone posted H1 2026 EPS of NT$2.14, revenue up 15.9 % YoY, 5G penetration at 49.3 %, and received an AAA sustainability rating.
3 days ago

[TECHNOLOGY] 36 sources
Apple splits iPhone 18 launch, delays standard model amid cost pressures
Apple will launch iPhone 18 Pro, Pro Max and a foldable in September 2026, delay the standard iPhone 18 to 2027, and likely raise prices due to soaring memory costs and a new 2 nm chip.
3 days ago

[TECHNOLOGY] 3 sources
TSMC breaks ground on Chiayi Science Park Phase 2 advanced‑packaging hub
TSMC led a July 12 groundbreaking for Chiayi Science Park Phase 2, adding three advanced‑packaging fabs on a 90‑ha site, targeting 2031 completion, >NT$3 trillion output and 9,000 jobs, part of Taiwan’s AI‑chip
3 days ago

[BUSINESS] 5 sources
Meta Plans to Lease Excess AI Computing Power as New Cloud Business
Meta will launch a cloud unit to lease surplus AI‑compute capacity, aiming to add a new revenue source ahead of its Q2 earnings call on July 29.
3 days ago

[BUSINESS] 2 sources
Gwangju property market surges on $800 trillion semiconductor cluster plan
Gwangju’s housing market spikes after the $800 trillion semiconductor cluster was approved, with sales and prices soaring and a new land‑permit zone set to curb transactions.
4 days ago

[BUSINESS] 11 sources
Samsung accelerates opening of Yongin semiconductor fab to 2029 to meet AI chip demand
Samsung fast‑tracks its Yongin fab to start in 2029, part of a multi‑trillion‑won investment to meet surging AI chip demand.
4 days ago

[BUSINESS] 36 sources
TSMC posts record Q2 revenue as AI chip demand soars
TSMC posted a record Q2 revenue of T$1.27 trillion (US$39.6 bn), up 36 % YoY, fueled by AI chip demand, and announced two new advanced‑packaging plants in Chiayi, expanding capacity amid a US$165 bn Arizona fab
4 days ago

[TECHNOLOGY] 2 sources
Samsung launches CXL memory modules to boost AI inference performance
Samsung introduced CXL‑based CMM‑D memory modules that match DRAM performance in AI inference tests, enabling 1 TB pools and stable KV‑cache handling, with the CXL market projected to grow to $16 billion by 202
4 days ago

[BUSINESS] 18 sources
United States faces AI‑driven price spikes and inflation pressures
AI data‑centre spending fuels US price hikes, lifts inflation by up to 0.5 % and widens firm‑size adoption gaps; globally AI goods drive one‑third of trade growth, while Taiwan bets on AI exports for 10 %+ GDP,
4 days ago

[TECHNOLOGY] 3 sources
Meta begins production of 'Iris' AI chip to power 14 GW of data‑center compute
Meta will start producing its in‑house 'Iris' AI chip in September, part of the MTIA program targeting 14 GW of data‑center compute by 2027, using Broadcom design and TSMC manufacturing.
4 days ago

[BUSINESS] 12 sources
Micron Technology launches $100 B New York chip fab as part of $250 B US investment plan
Micron starts building a $100 B New York chip fab, part of a $250 B U.S. investment plan, while sealing major deals with Ford and investing $3 B in the domestic supply chain.
5 days ago

[TECHNOLOGY] 3 sources
US Government Takes 10% Stake in Intel, Pressures Apple and Nvidia to Use Domestic Chip Fabs
The U.S. government took a 10% stake in Intel, pledging $10 billion for factories and pressuring Apple and Nvidia to shift chip production to domestic fabs, aiming to cut reliance on Taiwan's TSMC.
5 days ago

[BUSINESS] 2 sources
NVIDIA, Micron, Meta, SanDisk Featured in Large‑Cap Stock Watch
Analysts flag NVIDIA, Micron, Meta, SanDisk and QQQ as the top large‑cap stocks amid AI chip sell‑off and growing AI memory competition.
5 days ago

[TECHNOLOGY] 7 sources
India's AI Data Centre Power Demand Attracts Global Investment
Global tech firms pour billions into India's AI data‑centre market as a Shriram Mutual Fund report highlights electricity as the main bottleneck, opening opportunities in power generation and grid infra.
5 days ago

[BUSINESS] 5 sources
Samsung's AI Memory Surge Fuels Record Profit and New PC Chip GAIA
Samsung’s AI‑driven memory demand lifts profit to a record $58 billion, while it prepares the GAIA PC AI chip for 2027 and faces a U.S. push for domestic chip production.
5 days ago

[BUSINESS] 2 sources
AT&S stock soars as Austrian IC‑substrate maker fuels AI chip supply chain
AT&S shares have jumped 460 % in 2026 as its AI‑chip substrates secure a new capacity deal with AMD, highlighting the Austrian firm's pivotal role in the semiconductor supply chain.
6 days ago

[TECHNOLOGY] 6 sources
Samsung's Gaia AI Chip Targets PC Market with 4nm Design
Samsung is developing the 4 nm Gaia AI accelerator for PCs, with NPU and PIM features, prototypes sent to Lenovo and HP, and mass production expected in the mid‑2020s.
6 days ago

[TECHNOLOGY] 5 sources
Gujarat unveils Data Centre Policy to attract AI and hyperscale cloud investments
Gujarat announced a Data Centre Policy offering up to 75% subsidies, renewable‑energy requirements and fast‑track approvals to develop 7.5 GW of hyperscale AI data‑centre capacity and attract cloud providers.
6 days ago

[TECHNOLOGY] 15 sources
Meta to Begin Producing Iris AI Chip in September, Targeting a Doubling of Computing Capacity
Meta will start production of its Iris AI chip in September, aiming to double its compute capacity to 14 GW by 2027 and reduce dependence on external suppliers.
6 days ago

[TECHNOLOGY] 12 sources
AI memory chip shortage drives up prices of laptops, phones and consoles
AI‑driven demand for HBM and DRAM is tightening chip supplies, raising prices for laptops, phones and consoles by up to €200, while benefitting specialist semiconductor firms and prompting a U.S. antitrust suit
6 days ago

[BUSINESS] 2 sources
Taiwan ETFs Position Investors for AI‑Driven Market Surge
Taiwan’s market tops 46,000 points on AI gains; investors are advised to balance market‑cap and high‑dividend ETFs, while Yuanta launches an active AI‑focused ETF (00410A) on 13 July.
6 days ago

[TECHNOLOGY] 2 sources
South Korea advances Gwangju military airport conversion to semiconductor hub, imposes land‑trade permit zone
South Korea moves to turn Gwangju military airport into a semiconductor hub and designates surrounding land as a permit zone to curb speculation.
6 days ago

[TECHNOLOGY] 11 sources
DRAM prices soar as manufacturers unveil high‑speed DDR5 solutions
DRAM prices jump sharply while firms roll out high‑speed DDR5 modules and a DDR4‑compatible AMD CPU to address the memory shortage.
6 days ago

[TECHNOLOGY] 2 sources
TSMC A16 Backside Power Technology Adopted for NVIDIA Rosa CPUs
TSMC’s A16 process with backside power delivery promises speed and efficiency gains; NVIDIA’s Rosa CPUs may use this technology or TSMC’s 2 nm node for AI‑focused chips slated for 2029.
6 days ago

[POLITICS] 2 sources
Jeollanam‑Do/Gwangju office targets 100,000 semiconductor experts
Jeollanam‑Do/Gwangju's integrated education office aims to train 100,000 semiconductor experts through school reforms, industry partnerships and new assessment methods.
6 days ago

[BUSINESS] 3 sources
Taiwan's TSMC and UMC post upbeat earnings forecasts amid AI chip surge
TSMC expects strong Q2 results with AI‑driven price hikes and $3.83 EPS, while UMC’s 2026 EPS is revised up to NT$4.66 with a NT$88 target price.
6 days ago

[TECHNOLOGY] 2 sources
LG invests $1 billion in semiconductor packaging plant in Haiphong, Vietnam
LG Innotek will spend $1 bn on a semiconductor packaging plant in Haiphong, Vietnam, slated to operate from 2027, boosting the country's chip‑value chain.
7 days ago

[BUSINESS] 7 sources
Micron Technology commits $250 B to U.S. chip production and breaks ground on mega‑fab in New York
Micron pledges $250 B U.S. investment, targeting 40% domestic DRAM, and breaks ground on a $100 B New York mega‑fab, aiming to create up to 50,000 jobs and meet rising AI memory demand.
7 days ago

[BUSINESS] 2 sources
AI Chip Makers Zhaoyi Innovation and Antus AI Post Record Revenue Growth
Zhaoyi Innovation projects 2026 H1 profit up 1,099% and revenue up 177%; Antus AI sees June revenue jump 124% amid AI demand in education and enterprise.
7 days ago

[TECHNOLOGY] 2 sources
TSMC targets 200,000 CoWoS units/month and 25,000 PIC wafers by 2028
TSMC plans to boost CoWoS capacity to ≥200,000 units/month by 2027 and expand PIC output to 25,000 wafers/month by 2028, supporting AI photonic applications and major chipmakers.
7 days ago

[TECHNOLOGY] 2 sources
South Korean firms KT and NePas showcase AI governance and win award at UN AI for Good summit
KT outlined AI trust standards at the UN AI for Good summit in Geneva, while NePas’s CocoaFab won the top award for generative AI education, highlighting South Korea’s role in responsible AI development.
8 days ago

[TECHNOLOGY] 2 sources
NVIDIA Leads Global Datacenter Ethernet Switch Market Amid AI Surge
NVIDIA captured a 21.5% share of the datacenter Ethernet switch market, becoming the first‑place leader as AI‑driven demand lifts the global market to $15.4 bn, while Cisco and Arista stay strong competitors.
8 days ago

[BUSINESS] 2 sources
Samsung unveils 140 trillion‑won investment in South Korea's Chungcheong region
Samsung pledged about 140 trillion won for display, HBM, battery and AI‑server projects in Chungcheong, while Asan set up a one‑stop task force to fast‑track permits and infrastructure.
8 days ago

[BUSINESS] 5 sources
Taiwan stock market rebounds after heavy foreign selling, TSMC drives rally
Foreign investors dumped over NT$2.47 trillion, sinking Taiwan's Taiex 2.3%; TSMC then led a rebound, lifting the index past the month line amid gains in ABF, silicon‑photonics and defensive stocks.
8 days ago

[BUSINESS] 2 sources
South Korean tech giants Samsung Electronics and LG Energy post Q2 2026 earnings
Samsung forecasts a 89.4 trillion‑won Q2 profit, outpacing Nvidia, while LG Energy posts earnings half of expectations due to weak U.S. EV demand, pivoting to energy‑storage deals.
8 days ago

[BUSINESS] 2 sources
Kioxia Tops Toyota in Market Value as Bain Capital Completes Exit
Kioxia’s AI‑driven valuation briefly eclipsed Toyota as Bain Capital fully exits its stake, ending a lucrative private‑equity investment.
9 days ago

[BUSINESS] 2 sources
Wall Street moves amid Trump opening ceremony and chip‑sector pressure
Wall Street opened higher after Trump’s ceremonial opening, with the Dow, S&P 500 and Nasdaq all up, but later faced mixed moves as semiconductor stocks fell amid AI‑chip competition concerns.
9 days ago

[BUSINESS] 28 sources
Dow Jones surpasses 53,000 as tech rally fuels record high amid semiconductor sell‑off
Dow Jones tops 53,000 as tech stocks rally; Samsung’s profit‑record miss triggers a semiconductor sell‑off and pulls Asian markets lower.
9 days ago

[BUSINESS] 80 sources
Samsung Electronics' record Q2 profit sparks stock sell‑off and AI chip market turbulence
Samsung posted a record Q2 profit from AI memory chips, yet its shares dropped 7‑10 % and sparked a sell‑off across semiconductor stocks worldwide.
9 days ago

[TECHNOLOGY] 2 sources
Intel to restart older CPU production as DDR5 memory prices climb
Intel may resume production of older Core CPUs and support DDR4 boards as DDR5 prices soar, while unified RAM gains traction but limits upgrades and raises costs.
9 days ago

[BUSINESS] 7 sources
South Korea selects Gwangju military airport for major semiconductor cluster
South Korea will turn Gwangju's former military airport into a major Honam‑region semiconductor cluster, citing flat land, existing infrastructure and strong company support.
9 days ago

[BUSINESS] 4 sources
TSMC dividend payout and AI-driven growth lift stock and price targets
TSMC paid a NT$6 dividend (~NT$1.56 trn), shares fell post‑ex‑dividend, while analysts lifted price targets to ~NT$3,800 on strong AI chip demand ahead of its July 16 earnings call.
9 days ago

[BUSINESS] 4 sources
AI‑driven demand sparks supply shortages and price hikes in Taiwan's automation and MLCC markets
AI‑powered data‑center growth is tightening supply of Taiwan's automation parts and MLCCs, extending lead times, raising prices and opening export opportunities for local manufacturers.
10 days ago

[TECHNOLOGY] 3 sources
SSD prices plunge up to 46% during Prime Day sales
SSD prices fell as much as 46% during Prime Day, with major models like SanDisk Optimus GX 8 TB discounted sharply, amid an AI‑driven market rally and constrained NAND supply.
10 days ago

[BUSINESS] 6 sources
Foxconn posts 40% Q2 revenue rise driven by AI server demand
Foxconn's Q2 revenue jumped ~40% to NT$2.513 trillion ($78.7 bn) on AI server demand, but the company warned of volatile geopolitics and trade risks.
10 days ago

[BUSINESS] 2 sources
Apple shares climb 1.3% as investors eye new iPhone lineup and stake changes
Apple shares rose 1.3% to $314, bolstered by new iPhone plans and a Broadcom chip deal, as WMS Group cut its Apple stake by 19%.
11 days ago

[TECHNOLOGY] 3 sources
Meta's GPU surplus release challenges AI semiconductor market
Meta is renting out excess AI GPUs at low prices, prompting a price shock that could curb demand for new semiconductor chips and affect cloud‑provider investment plans.
11 days ago

[TECHNOLOGY] 23 sources
Global DRAM Shortage Triggers Smartphone Price Hikes and Market Shrinkage
DRAM and SSD prices have spiked due to AI server demand, prompting Apple price hikes and a projected 22% fall in sub‑$400 smartphones as memory costs dominate low‑end devices.
11 days ago

[BUSINESS] 73 sources
Samsung Electronics forecasts record 19‑fold profit rise in Q2 2026 amid AI memory boom
Samsung Electronics forecasts a 19‑fold profit jump to 89.4 trillion won in Q2 2026, driven by AI memory demand and planned 20 % DRAM price hikes; shares fall as market weighs the surge.
11 days ago

[TECHNOLOGY] 2 sources
India's AI boom spurs $30 bn monthly platform deals as Chennai data‑centre growth strains water and power
Responsive’s AI platform handles $30 bn of deals each month, while Chennai’s AI‑data centre surge threatens city water and power supplies.
12 days ago

[TECHNOLOGY] 6 sources
Artificial intelligence reshapes industry, Europe and climate as core infrastructure by 2026
AI is being treated as core infrastructure, driving European sovereign initiatives, new OSINT methods, Anthropic’s drug‑discovery platform, and a 37% rise in Google’s energy use that endangers its net‑zero goal
12 days ago

[TECHNOLOGY] 2 sources
Nvidia Leads AI Chip Market While Regulation Slows Global Development
AI regulation in the US and EU is now the biggest bottleneck, favoring large players, as Nvidia tops global market caps thanks to AI chip demand, while Europe risks falling behind.
12 days ago

[BUSINESS] 4 sources
TSMC gets $20 billion approval for Arizona fab expansion as Goldman drops chipmaker from conviction list
Goldman drops TSMC from its conviction list as the chipmaker secures $20 billion approval for a new Arizona fab and packaging plant, bringing total US investment to $44 billion.
12 days ago

[TECHNOLOGY] 2 sources
IBM unveils world's first subnanometer chip technology
IBM announced a 0.7‑nm subnanometer chip with ~100 billion transistors, promising up to 70 % better energy efficiency and 50 % higher performance for AI, though still in lab phase.
12 days ago

[TECHNOLOGY] 2 sources
Intel extends older processors as DDR5 memory prices soar
DDR5 memory price spikes are driving a return to DDR4 and DDR2, and Intel plans to extend its Raptor Lake CPUs to support older RAM, easing PC build costs.
13 days ago

[BUSINESS] 2 sources
Taiwan ETFs Post Record Dividends as AI and Tech Sectors Surge
Taiwan’s 0056 ETF set a July dividend, while tech ETF 00927 posted a record 18% annualized yield, reflecting strong AI and semiconductor demand.
13 days ago

[TECHNOLOGY] 7 sources
Anthropic in talks with Samsung to develop a custom AI inference chip
Anthropic is in early talks with Samsung to build a custom AI inference chip using Samsung’s 2 nm process, aiming to cut costs and lessen Nvidia dependence, while still using existing GPU, TPU and Trainium CPUs
13 days ago

[BUSINESS] 2 sources
DRAM giants Samsung, SK Hynix and Micron sued in US over alleged price‑fixing
Samsung, SK Hynix and Micron face a US antitrust suit alleging coordinated DRAM price hikes and supply restrictions, with claims of up to 700 % price increases and potential multibillion‑dollar damages.
13 days ago

[TECHNOLOGY] 2 sources
Samsung Electronics discusses AI chip production with Anthropic
Samsung Electronics is negotiating with Anthropic to produce its AI chips using Samsung's 2nm fab in Texas, a move that could revive the foundry business and expand its AI‑chip customer base.
13 days ago

[TECHNOLOGY] 11 sources
Kioxia launches mass production of 332‑layer 10th‑gen NAND flash for AI data centers
Kioxia starts mass production of its 332‑layer 10th‑gen NAND flash, offering higher speed, density and power efficiency for AI data centers, after a share surge that lifted its market cap above $250 billion.
13 days ago

[BUSINESS] 3 sources
Apple and Salesforce Stocks Jump on New iPhone Plans and Analyst Upgrades
Apple shares surged 4.9% on fold‑able iPhone plans and cheaper memory chips, while Salesforce rose 1.7% after analyst upgrades and an earnings beat.
13 days ago

[TECHNOLOGY] 5 sources
Samsung Pursues Quantum Computing and 2nm Chips to Boost Semiconductor Yield
Samsung is testing quantum computing for OPC to improve sub‑1nm chip yields and outlined a roadmap to 2 nm, 1.4 nm and AI‑focused nodes through 2030.
13 days ago

[TECHNOLOGY] 2 sources
AI‑driven semiconductor demand reshapes markets in China, Taiwan and South Korea
Analysts warn AI‑driven semiconductor demand fuels growth in China, Taiwan and South Korea amid higher inflation and energy‑price pressures.
13 days ago

[TECHNOLOGY] 5 sources
Global memory shortage fuels AI slowdown and sparks Micron legal probe
Memory chip scarcity, driven by AI demand, pushes prices up, prompts a Micron legal probe over alleged price‑fixing and a $250 M Trump‑linked donation, while Samsung eyes cheaper SSDs.
13 days ago

[TECHNOLOGY] 4 sources
South Korea ramps up semiconductor workforce training in Gwangju as 896 trillion‑won investment announced
South Korea links a 896 trillion‑won advanced‑industry investment to new semiconductor talent programs in Gwangju, with government and labor ministry pledging specialized schools and vocational training.
13 days ago

[BUSINESS] 2 sources
Taiwan MLCC makers surge as AI server demand triples component use
AI servers need 3‑5× more MLCCs, sending Taiwanese passive‑component stocks soaring; Yageo’s target price jumps as local firms fill a supply gap left by cautious Japanese/Korean producers.
14 days ago

[BUSINESS] 2 sources
Samsung and SK Hynix unveil $870 bn semiconductor expansion plan impacting Vietnam
Samsung and SK Hynix commit $870 bn to expand semiconductor production, while Samsung pledges to boost Vietnamese firms' role in the global supply chain.
14 days ago

[BUSINESS] 2 sources
TSMC Forecasts Strong AI-Driven Growth as Power Device Prices Set to Rise
Goldman raises TSMC's target to NT$3,000 on AI‑driven demand, while CITIC sees a second wave of power‑device price hikes extending to 2027.
14 days ago

[TECHNOLOGY] 15 sources
Anthropic and Samsung discuss custom AI chip development
Anthropic is in early talks with Samsung to develop a custom AI chip, aiming to reduce Nvidia reliance and cut compute costs as it scales its Claude services.
14 days ago

[TECHNOLOGY] 8 sources
Valar Atomics and Nvidia team up on nuclear‑powered, water‑saving AI data center in Utah
Valar Atomics and Nvidia announced a partnership to build a 30‑MW Utah AI data center powered by Valar’s Ward250 microreactor, using water‑efficient cooling and demonstrating the first nuclear‑powered, near‑0‑w
14 days ago

[TECHNOLOGY] 3 sources
Meta launches AI cloud service to sell excess compute and model access
Meta plans to sell surplus AI compute and model access through a new “Meta Compute” service, aiming to compete with AWS, Azure and Google Cloud and recoup its $145 billion AI infrastructure spend; shares rose 9
14 days ago

[BUSINESS] 2 sources
SK Group and KKR launch South Korea's largest renewable energy holding company
SK Group and KKR will form a 51‑%/49‑% joint holding company to unify SK's renewable assets, targeting a 10 GW capacity by 2031 to supply AI data centres and semiconductor fabs in South Korea.
14 days ago

[TECHNOLOGY] 5 sources
Apple set to expand market share across smartphones, tablets and PCs in 2026
Apple is projected to boost its share of smartphones, tablets, PCs and wearables by 2026, while its chip roadmap skips the M6 for a more AI‑focused M7 in 2027 amid supply‑chain pressures.
14 days ago

[BUSINESS] 3 sources
Alsym Energy and ERITY sign 9 GWh sodium‑ion battery deal for off‑grid mining operations
Alsym Energy and ERITY have agreed to supply 9 GWh of sodium‑ion batteries for off‑grid mining in Tanzania, Saudi Arabia, Finland and the US, aiming to replace diesel generators and cut emissions.
14 days ago

[BUSINESS] 2 sources
Schneider Electric to buy AI software firm Cognite for $3.1 billion
Schneider Electric will acquire US AI software maker Cognite for $3.1 bn, while a German‑Danish consortium invests in cognitive‑system startup embraceable Technology.
14 days ago

[TECHNOLOGY] 5 sources
Microsoft and Lightstorm launch India‑Southeast Asia undersea cable project
Microsoft, Lightstorm and partners will build the 3,600 km I‑2SEA undersea cable linking India with Singapore and Malaysia, slated for operation in Q4 2029 to boost AI and cloud capacity.
14 days ago

[TECHNOLOGY] 2 sources
Microsoft to build AI data centre in Grevenbroich, NRW
Microsoft plans a new AI data centre in Grevenbroich, Germany, as part of a €3.2 bn investment, and releases a Windows 11 update that speeds File Explorer by up to 40 % and fixes several bugs.
14 days ago

[TECHNOLOGY] 2 sources
Gyeonggi Governor Choo Mi-ae Launches K‑Semiconductor Innovation Plan
Gyeonggi Governor Choo Mi‑ae signed a K‑semiconductor innovation plan to build a world‑class cluster, speed up fab construction, double capacity in five years and foster 200 fabless firms.
15 days ago

[TECHNOLOGY] 2 sources
Apple's component cost surge pushes iPad, Mac prices up; iPhone 18 Pro leak
Apple cites soaring memory prices, driven by AI data centers, as the reason for sharp iPad and Mac price hikes, while a leak of the iPhone 18 Pro shows design tweaks and a new A20 Pro chip.
15 days ago

[BUSINESS] 2 sources
Schneider Electric to acquire Cognite for $3.1 billion, boosting industrial AI
Schneider Electric will buy Cognite for $3.1 billion, integrating its industrial data and AI platform with AVEVA to enhance Schneider’s industrial‑AI capabilities.
15 days ago

[BUSINESS] 3 sources
Taiwan tech dividend ETF 00929 lifts payout 46% to record high
Taiwan's 00929 tech ETF raises its dividend 46% to NT$0.38 per unit, yielding ~14.8% annualised after a June 30 price of NT$30.78; ex‑date 21 July, payout 14 August, driven by AI sector growth and a 22‑stock re
15 days ago

[TECHNOLOGY] 5 sources
Samsung plans 2029 mass production of 1.4nm chip process to compete with Intel and TSMC
Samsung is targeting 2029 for mass production of its 1.4nm chip process, aiming to compete with Intel and TSMC and offer Apple a second supplier.
15 days ago

[TECHNOLOGY] 20 sources
Amazon Web Services and Microsoft Deploy $1 B and $2.5 B AI Engineer Units as Chip Startups Scale Up
AWS invests $1 B to embed AI engineers; Microsoft launches $2.5 B Frontier Company; Nvidia partners on AI factories; Etched hits $5 B valuation with $1 B inference orders; TSMC rolls out CoPoS packaging for AI‑
15 days ago

[TECHNOLOGY] 3 sources
IBM Unveils World's First Sub‑1 Nanometer Chip
IBM announced the first sub‑1 nm (0.7 nm) chip using its new nanostack design, offering up to 50% higher performance and 70% better energy efficiency than 2 nm chips.
15 days ago

[TECHNOLOGY] 2 sources
China Accelerates AI Data Center Expansion with Major Hong Kong Gateway
China pledges a 2 trillion‑yuan AI data centre rollout, emphasizing domestic suppliers, while Hong Kong’s new Equinix HK6 centre serves as a cross‑border AI gateway for the Greater Bay Area.
15 days ago

[BUSINESS] 2 sources
South Korea’s Industry Minister Kim Jung-kwan unveils EU steel quota response and 800‑trillion‑won semiconductor plan
Kim Jung-kwan outlines a rapid response to EU steel quota cuts and unveils an 800‑trillion‑won semiconductor drive in Gwangju, targeting 1.6 million jobs and extensive regulatory support.
15 days ago

[POLITICS] 2 sources
South Korean local governments unveil new development visions and slogans
Jangseong’s mayor outlines a K‑semiconductor belt and health hub, while Yanggu County launches new slogans to promote local growth as both Korean regions begin their 9th terms.
15 days ago

[TECHNOLOGY] 4 sources
Samsung hosts SAFE Forum 2026 to Boost AI Semiconductor Ecosystem in South Korea
Samsung held the SAFE Forum 2026 in Seoul, presenting its AI‑chip roadmap, 2nm process, DTCO and SRAM advances, and expanding partnerships to grow South Korea's AI semiconductor ecosystem.
15 days ago

[TECHNOLOGY] 4 sources
Apple set to achieve record market share in 2026 amid rising memory prices
Apple is projected to hit record market share in 2026 while AI‑driven demand raises memory prices, tightening supply for tech firms.
15 days ago

[POLITICS] 4 sources
South Jeolla‑Gwangju Integrated Special City Launch Sparks Semiconductor Investment Debate
South Jeolla‑Gwangju integrated special city debuted on July 1, prompting a citizen rally and new savings products, while opposition parties criticize the region’s power, water and infrastructure readiness for
16 days ago

[BUSINESS] 2 sources
Qualcomm shares rise as analysts lift price targets amid data‑center and AI expansion
Analysts raise Qualcomm price targets to $235‑$300 as the firm eyes $15 bn in data‑center revenue and $10 bn in auto chips by 2029, while the stock slides 7.6% to $189.39.

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