Latest
Six bipartisan senators sent Apple a letter demanding written commitment by August 21 not to use memory chips made by China's CXMT and YMTC, a move that echoes the 2022 YMTC reversal and overlaps with the local investment interests of the letter's signatories. AI-driven shortages and Micron's $250 billion investment are also in focus.
Factorial Energy has signed an MOU with SK On to leverage existing manufacturing infrastructure toward mass production of its high-performance solid-state batteries. While aiming for early commercialization of next-generation cells that are notoriously difficult to manufacture, the non-binding nature of the partnership also hints at just how high the mass-production wall remains—and how cautious the industry continues to be.
South Korea's KOSPI and KOSDAQ triggered circuit breakers for two consecutive trading days. Using primary sources, we examine SK hynix's record profit, index concentration, and the amplification pathway created by single-stock leveraged products.
Rising prices for AI server memory pushed Samsung's semiconductor division's operating margin to 70%, while its finished-goods division fell into the red on higher component costs. We examine the breakdown behind the record profit and the conditions needed to sustain it.
According to a paper analyzing Einstein's scientific discoveries, LLMs demonstrate high competence in induction and deduction, but face structural constraints in abduction—the process of deriving new axioms from physical intuition. Data compression and statistical processing alone make it difficult to generate leaps into unknown concepts.
A report says Huawei plans to mass-produce glass substrates in 2027 and adopt them for Ascend. This piece examines the overlap with the official roadmap and the implementation conditions of BOE's mass-production yield and qualification.
The US FCC has added foreign-manufactured communications-enabled mobile robots to its Covered List, effectively halting certification of new models. Existing units and federal government products are exempt, while foreign manufacturers face a choice: shift production to the US or seek conditional approval from the Department of Defense.
マイクロソフトの2026年度第4四半期決算は、クラウド事業の売上が予想を上回り、株価が約9％上昇した。巨額の設備投資を継続しつつも、データセンターの稼働効率を高めて迅速に収益化した点が評価されたが、利益には一時的な要因も含まれている。
Meta's surging AI capital expenditure caused free cash flow to fall roughly 90% year-over-year in the April–June 2026 quarter. Net income also declined due to one-time charges and rising R&D spending, but AI-driven improvements in the advertising business are showing clear signs of progress toward recouping the investment.
Preliminary information has emerged indicating that the 12 Xe3P version of Nova Lake-S requires a 65W-class power delivery design segment and 2-phase VCCGT. Motherboard power design and memory bandwidth will determine actual performance.
