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HP says memory’s contribution to PC costs just doubled to 35 percentThe Register
HP says memory’s contribution to PC costs just doubled to 35 percent 129
Korean suppliers brace for Apple's staggered iPhone 18 rolloutDigitimes
Korean suppliers brace for Apple's staggered iPhone 18 rollout 126
VentureBeat
Anthropic just released a mobile version of Claude Code called Remote Control 125
Nvidia challenger AI chip startup MatX raised $500MTechCrunch
Nvidia challenger AI chip startup MatX raised $500M 124
US issues preliminary countervailing duties on solar cells from India, Indonesia, and LaosDigitimes
US issues preliminary countervailing duties on solar cells from India, Indonesia, and Laos 124
It's only Tuesday and AI chip startups have already soaked up $1.1B in fundingThe Register
It's only Tuesday and AI chip startups have already soaked up $1.1B in funding 121
Commentary: How China's AI firms are mining Claude—and why it matters to supply chains and export controlsDigitimes
Commentary: How China's AI firms are mining Claude—and why it matters to supply chains and export controls 121
India’s AI boom pushes firms to trade near-term revenue for usersTechCrunch
India’s AI boom pushes firms to trade near-term revenue for users 116


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HP says memory’s contribution to PC…

HP says memory’s contribution to PC costs just doubled to 35 percent

MLCC prices to climb as AI demand hits…

MLCC prices to climb as AI demand hits full capacity

PGC profits rebound in 2025 with sub-12nm processes exceeding 70% of revenue

HP posts AI-driven revenue gains, but…

HP posts AI-driven revenue gains, but memory costs cloud outlook

ChipMOS raises memory test prices again,…

ChipMOS raises memory test prices again, signs 3-year capacity contract

Analysis: OpenAI's spending cut is not…

Analysis: OpenAI's spending cut is not what it seems; AI infrastructure partners…

Apple's pricy foldable iPhone looms over…

Apple's pricy foldable iPhone looms over smartphone panel market

AMD and Meta seal US$100 billion AI…

AMD and Meta seal US$100 billion AI infrastructure deal for 6GW of Instinct GPUs

Pete Hegseth’s Pentagon AI bro squad…

Pete Hegseth’s Pentagon AI bro squad includes a former Uber executive and a…

Next in line to challenge Nvidia: Taalas…

Next in line to challenge Nvidia: Taalas hardwires Llama into silicon, claims…