China memory firms secure two-year wafer deals, tightening DRAM and NAND supply outlook

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UBTech sees losses and margins improve as humanoid robots drive 40% of revenueDigitimes
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Analysis: NVLink licensing reshapes semiconductor alliance; potential Broadcom truceDigitimes
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Taiwan warns of Beijing's covert push to poach AI and chip talentDigitimes
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Anthropic’s New Model Is So Scarily Powerful It Won’t Be Released, Anthropic SaysGizmodo
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Middle East conflict disrupts supply chain; polarizer prices set to rise 10% from 2Q26Digitimes
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Anthropic launches Project Glasswing to fend cyber threats with new Mythos modelDigitimes
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Apple's foldable iPhone reportedly still on track for September launch despite engineering hurdlesDigitimes
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Daredevil: Born Again season 2 episode 4 ending explained — is [spoiler] really dead in the Disney+ show?TechRadar
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