APPLE
CXMT’s LPDDR6 Progress Matters More Than Its Beijing Expansion
CXMT's stock surged 470% on its Shanghai debut, financing a second wafer plant in Beijing. The company is nearing LPDDR6 production, potentially…
APPLE
AI
Anthropic’s Newest Silicon Supplier Is a Company Nvidia Just Funded
Anthropic is establishing an in-house chip team while securing multiple partnerships, including a $10 billion deal with Volta. The company aims to…
AI
TSMC’s CoWoS Outsourcing Is Nvidia’s Fault, and the OSATs Saw It Coming First
TSMC is expanding its CoWoS outsourcing to OSAT partners due to overwhelming demand, particularly from Nvidia. Despite doubling capacity, TSMC will still…
CHIPS & AI
Samsung and SK Hynix Are Testing Chinese Chip Tools, and Samsung Says They Aren’t
Samsung and SK Hynix have quietly tested Chinese chip manufacturing tools from AMEC in their Chinese factories for two years, amid concerns…
AI
Qwen3.8-Max Claims Frontier Benchmarks. The Open Weights Are Still a Promise
Alibaba's Qwen team launched the Qwen3.8-Max, a 2.4 trillion parameter model, outperforming competitors in key benchmarks. While it promises "open weights" soon,…
DEEP TECH
EU Inc.: Inside the Commission’s Bet on a Single European Company Form
EU Inc. aims to streamline corporate processes across Europe by offering a unified corporate framework for startups, simplifying registration, governance, and insolvency…
AI
Qualcomm’s AI Pivot Reaches Past Smartphones
Qualcomm's push into data-center inference, Windows-on-ARM laptops, and car cockpits is an escape plan from a shrinking smartphone annuity. Where its power-efficiency…
AI
AXA’s Copilot Rollout Is a Sovereignty Retreat Dressed as a Productivity Upgrade
In 2021, AXA implemented SecureGPT for controlled AI that safeguarded sensitive data. However, the subsequent adoption of Microsoft 365 Copilot bypasses these…
CHIPS & AI
TSMC’s Kumamoto Fab Finally Turned a Profit
JASM's Kumamoto fab reported a $29 million net profit in Q1 2026, rebounding from prior losses. This news, announced amidst production halts…
AI
The Smart Glasses Race Just Had Its Most Honest Week Yet
Apple delayed its smart glasses for privacy reasons, Meta walked back a feature cap after backlash, and Samsung is selling durability instead…
AI
Mistral, Microsoft, and Europe’s Sovereignty Paradox
Three ex-Meta researchers founded Mistral AI, aiming for European AI sovereignty. They raised over €1.1 billion and established a partnership with Microsoft.…
AI
Qualcomm Strategy 2026: The Whole Map, One Vein at a Time
Qualcomm's aggressive 2026 strategy aims to reinvent the company amid threats from Apple's in-house chip development. They face pressures in the mobile…
AI
DeepSeek’s V4-Flash Is 100 Times Cheaper Than Claude
DeepSeek's V4-Flash model is significantly cheaper than competitors like Anthropic's Claude Fable 5, sparking a divide in Silicon Valley over the use…
AI
Infleqtion Brings 50 Logical Qubits to Chicago, and the Fine Print Is Physical
Infleqtion will deploy its Sqale neutral-atom quantum computer at the Illinois Quantum & Microelectronics Park by 2027. What 50 logical qubits actually…
AI
OpenAI’s Astra Solved Ten Unsolved Math Problems, and Washington Signs Off Next
On August 1, OpenAI unveiled "Astra," a model that solved ten long-standing mathematical problems, including group theory's non-sofic groups. However, concerns arise…