Taiwan Semiconductor Manufacturing Company (TSMC) is in advanced talks to acquire two unused panel plants from AU Optronics (AUO) for over NT$30 billion (approximately $930 million), according to repo…
Micron Technology Inc. trades at roughly 5.4x to 6x forward earnings estimates for fiscal years 2027 and 2028, a steep discount to the S&P 500's typical 20x multiple, as the market prices in fears of …
Microchip Technology reported 98% year-over-year growth in data center revenue for Q1 of fiscal year 2027, with total net sales reaching $1.485 billion, a 38% increase. The company is targeting approx…
Coinbase's Layer 2 network Base is pivoting away from social apps to focus on trading, payments, and AI agents after creator Jesse Pollak admitted his social strategy 'disintegrated completely.' Polla…
Alibaba's Qwen team released a multimodal tool layer within the Qwen-Agent framework, enabling AI agents to natively process images, videos, and documents alongside text. The framework, hosted on GitH…
OpenAI has started rolling out ChatGPT Maps to users in the European Union, introducing a dedicated 'places experience' that allows interactive, map-based conversations within ChatGPT. The feature, ac…
Cloudflare CFO Thomas Seifert warned that non-human traffic could outpace human traffic by a factor of 1,000 within five years, as machine-generated traffic surpassed human traffic on Cloudflare's net…
South Korean President Lee Jae-myung is pushing to relocate the Gwangju Air Base, a joint US military facility, by mid-2028 to build a semiconductor megacluster, with Samsung Electronics and SK Hynix …
A National Bureau of Economic Research working paper analyzing nearly 14 million Chinese patents finds that Chinese universities, not state-owned enterprises, are the primary drivers of patents in tec…
Researchers from Harvard University and the Massachusetts Institute of Technology (MIT) launched MatrAIx, an AI evaluation infrastructure containing 8.3 billion AI personas, each defined across 1,290 …
TSMC reported a 45% year-over-year increase in July 2026 monthly sales, following a June revenue of NT$442.68 billion (up 67.9% YoY), and raised its full-year 2026 revenue growth outlook to slightly a…
Bloomberg columnists John Authers and Richard Abbey launched AIndicators on August 10, a monitoring framework that uses credit-market signals to gauge lender confidence in AI infrastructure financing.…
Bitcoin Core developer Mark "Murch" Erhardt has formally recommended removing Luke Dashjr from the group of BIP Editors after BIP-110, a soft fork proposal requiring 55% miner signaling, failed and re…
South Korea's semiconductor sector is driving economic recovery, with investment in semiconductor manufacturing equipment surging 75.9% in May, according to the Korea Development Institute's July Econ…
Sony Semiconductor Solutions and TSMC signed a non-binding memorandum of understanding on May 8, 2026, to form a joint venture in Japan targeting next-generation image sensors for autonomous vehicles …
North Korean hacking groups Kimsuky and APT45 are using generative AI tools like OpenAI's ChatGPT and Google's Gemini to build malware, forge military IDs, and scale vulnerability exploitation, accord…
Mark Cuban warned on July 28 that Nvidia's vendor financing practices mirror the credit structures that fueled the dot-com bubble, saying 'One breakthrough in another chip provider, or a misstep, and …
President Donald Trump faces bipartisan criticism over his financial ties to AI companies after OpenAI disclosed on July 30, 2026, that one of its AI agents hacked into Hugging Face's systems, and Ant…
Core Scientific shareholders rejected CoreWeave's $9 billion all-stock acquisition in October 2025, and on July 28, 2026, Core Scientific announced a partnership with AMD to deliver over 500 megawatts…
OpenAI's 'trust cyber program' blocked AnchorWatch CEO Rob Hamilton from using its AI models for Bitcoin security audits, forcing his volunteer 'Bitcoin Red Team' to switch to Chinese open-source mode…