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Top stories: Global Storage Expansion and Overseas Delivery Bottlenecks Open Super Era for Chinese Semiconductor Equipment · OpenAI Launches GPT-Live…
· 15 min read
Newsletter
Top stories: SK Hynix Debut Is a Bet That AI Breaks Boom-and-Bust Chip Cycle · East Asian Memory Giants Ramp…
· 16 min read
Newsletter
Top stories: Samsung Profits Surge, Micron Expands Hiroshima Fab Amid Memory Crisis Debate · East Asian Memory Giants Mega-Fund Capacity…
· 14 min read
Newsletter
Top stories: NVIDIA and Microsoft Jointly Develop 'DGX Station for Windows': Isolated Execution of Hundreds of AI Agents in Enterprise…
· 16 min read
Newsletter
Top stories: Samsung Commences Mass Production of PCIe 6.0-based eSSD for AI/HPC · 90% of IT Budget Disappears into Personnel…
· 16 min read
Newsletter
Top stories: Samsung expects 18x increase in Q2 profits amid rising memory prices · Anthropic Discovers 'J-space,' AI's 'Inner Thoughts,'…
· 16 min read
Newsletter
Top stories: Chinese Memory Chips Flow into Grey Market Amid US Sanctions · Kioxia Begins Sample Shipments of New Memory,…
· 17 min read
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Top stories: Micron holds groundbreaking ceremony to strengthen Hiroshima plant for AI demand; 1.5 trillion yen investment · Kioxia starts…
· 15 min read
Newsletter
Top stories: Japan's 'Rising Sun Coalition' Tackles Physical AI: What is 'Noetra'? · US President Trump: 'Minimize Intervention' in AI…
· 14 min read
Newsletter
Top stories: What? 37 Terabytes in 21 Days? Beware of 'That AI Tool' Eating High-Performance SSDs: 886th Lap · What?…
· 14 min read