Yageo to raise capacitor prices, extending AI cost pressure to EMS and OEM customers

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Who’s afraid of the big, bad GPU?The Verge
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US Treasury Chief Threatens Sanctions on Chinese AI Labs Over ‘IP Theft’ ConcernsGizmodo
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Moonshot AI reportedly eyes Hong Kong listing as Kimi K3 narrows China's AI gapDigitimes
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The Anthropic-Physical Intelligence rumor roiling AI TwitterTechCrunch
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OpenAI Models Escaped Containment and Hacked HuggingFaceWired
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Intel and Fortinet deepen collaboration on new security processorDigitimes
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Samsung expands Nvidia ties as AI inference drives NAND demandDigitimes
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Taiwan chip supply chain faces tighter green power pressure from Apple and GoogleDigitimes
Taiwan chip supply chain faces tighter green power pressure from Apple and Google 116


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