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On July 30, 2026, Apple reported Q3 results with revenue of $109.417 billion and EPS of $2.02, both June-quarter records, but the stock fell after-hours on Services and China revenue misses and gross margin pressure from surging memory prices. Cook's final earnings call handed structural challenges to incoming CEO Ternus.
Situational Awareness LP, an AI-focused fund led by former OpenAI researcher Aschenbrenner, saw its assets shrink from $45 billion to $10 billion amid an AI stock selloff and margin calls triggered by 4x leverage, selling the bulk of its public equity holdings to Citadel. This article explains what happened.
HBF, a new NAND-based memory developed by Sandisk with SK hynix collaborating on standardization, is designed with 1.6TB/s read bandwidth and 512GB capacity to support MoE models at the 2.8-trillion-parameter scale—but it still carries the same fragility that plagued the vendor-limited Optane technology.
After one week, the Galaxy Z Fold8 and Ultra showed a crease that became easier to spot depending on the angle of light, while the flat feel to the touch was maintained. We examine the effectiveness of Flex Titanium based on its structure and comparisons with the previous generation.
Reuters reports that Intel plans to give RosaicLabs access to some of its processor technology and send over the RTL code for Atom. This marks a concrete case emerging from Intel's long-standing concept of offering x86 cores externally.
TSMC is reportedly developing an advanced packaging technology resembling Intel's EMIB with Kinsus. The difference from CoWoS-L lies in which layer embeds the silicon bridge and who runs the volume manufacturing process.
TrendForce forecasts a deepening DRAM shortage in 2027, while NAND is expected to ease from the latter half of the year. HBM's wafer consumption and increased output from high-layer NAND are driving the price divergence, though Micron still expects the shortage to persist.
Kioxia has shipped samples of a 1Tb TLC using 9th-generation BiCS, and CM10 E3.S/E1.S PCIe 6.0 enterprise SSDs built on 10th-generation BiCS. The dual-axis strategy has moved into actual products.
OpenAI has cut GPT-5.6 Luna's API pricing by 80%. Comparing the new unit prices, now back at the old nano tier, against Chinese rivals shows that the input-to-output ratio and long-context surcharges can flip which model is actually cheapest.
