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Three WebKit features bypassed proxy settings to expose the real IP addresses that iCloud Private Relay is supposed to hide. The leak via WebAuthn went unaddressed for roughly two years, meaning any passkey-enabled site could obtain users' real IPs.
GlobalWafers' existing 300mm wafer capacity, excluding new expansions, is running at full utilization amid AI-driven demand, prompting longer LTAs and price negotiations. New lines still require customer qualification and ramp-up before supply eases.
Nanya Technology has set an upper limit of NT$346.6 billion for capital expenditure on the new Fab 5A and raised its 2026 budget. Centered on a 30,000 wafers/month ramp-up in 2028 and EUV development, the company is proceeding with phased DRAM capacity expansion.
Anthropic has publicly confirmed for the first time that it is building an in-house silicon team for Claude. Job postings point to design support including RTL generation and formal verification, but the use case and mass production timeline remain unannounced, and the existing multi-chip strategy continues.
The Open Secure AI Alliance's SAFE draft proposes a process running from immediate notification of AI incidents to public disclosure of remediation status within 90 days, establishing evidence preservation and an 8-layer review as common procedure.
KIOXIA is showcasing its CXL-compatible memory expansion module 'XL1' at FMS 2026. We break down the concept of placing low-latency XL-FLASH outside DRAM/HBM, and the plans for evaluation samples.
SanDisk posted record FY26 Q4 results with revenue of $8.965 billion (up 372% year-over-year) and a gross margin of 84.6%. Yet the stock dropped roughly 9%, putting the spotlight on the details of NBM, its multi-year fixed-price contract scheme.
Google DeepMind's Hassabis moves to the role of Alphabet Chief AI Scientist, while Dean (27 years at the company) departs simultaneously on August 5, 2026, to found Discovery Loop. This piece unpacks what's really going on behind the title upgrade and the investment-backed "soft independence" model of talent retention.
Meta has released Muse Code in beta, co-trained with Muse Spark 1.2 and a dedicated harness. While asynchronous agents and an append-only event log support long-running implementation work, enterprise usage terms and real-world performance on large repositories remain to be verified.
Shopify's earnings call, where Harley Finkelstein presented a 3x increase in AI-driven traffic and orders, also reveals a sharp deceleration in growth rate from 15x to 3x, and a conspicuous gap in disclosed absolute share. This piece unpacks what these numbers really mean and outlines the phased response Japanese e-commerce operators should take.
