Techmeme
June 29, 2026, 4:55 AM

Top News

Song Jung-a / Financial Times:
South Korea, Samsung, and SK Hynix say they plan to invest ~$590B to build a new chip complex, including four chipmaking plants and a chip packaging cluster  —  Companies to invest alongside South Korean government in factories to meet surging demand for memory chips
Ming-Chi Kuo:
Kuo: the memory supply-demand gap will widen through 2027, with an estimated 15%-20% of 2026 consumer electronics capacity shifting to data centers in 2027  —  ▌Start with my latest industry checks: The pressure on Apple has shifted from soaring memory costs to a widening supply gap.
More: Benzinga, Wccftech, and DigiTimesX: @mingchikuo
Hassan Mujtaba / Wccftech:
Jefferies: memory prices are expected to rise 40%-50% in Q3 2026 and 30%-40% in Q4, as Chinese memory makers are unlikely to provide meaningful near-term relief  —  Memory prices are all set to rise further in the coming quarters of 2026 as persistent shortages continue to grip the market.
Ben Jiang / South China Morning Post:
DeepSeek details DSpark, a speculative decoding framework for its V4 models, saying it speeds up AI inference by up to 85% and was tested on Gemma and Qwen  —  Chinese artificial intelligence start-up DeepSeek has rolled out a major upgrade to its flagship V4 model aimed …
Mark Maurer / Wall Street Journal:
AI is forcing consulting firms to shift from hourly billing to fixed-fee or outcome-based pricing, a transition proving slow and difficult for the industry  —  As AI threatens to make the billable hour obsolete, professional-services firms wrestle with reinventing how they charge clients
New York Times:
Google's Earthquake Alerts system reached 11.4M+ Android users ahead of Venezuela's June 24 earthquakes, providing seconds or up to two minutes of prior notice  —  Jose Flores was driving with his family to see “Toy Story 5” on Wednesday in Caracas, Venezuela, when a loud earthquake alert went off on his wife's Google Android phone.
Katrina Manson / Los Angeles Times:
Sources: disconnected US military databases may have led to the February 28 strike on an Iranian school; some see AI as a fix, others fear it amplifies errors  —  - A missile strike on an Iranian elementary school in February killed an estimated 120 children after outdated U.S. intelligence misidentified …
Marton Eder / Bloomberg:
Letter: Austria is pushing the EU to consider hosting Anthropic within its borders, highlighting EU efforts to boost bloc independence from US and Chinese tech  —  Austria is pushing the European Union to consider hosting Anthropic PBC within its borders to counter US efforts to block foreigners …
David Keohane / Financial Times:
Dealogic: Japan saw 18 IPOs in H1 2026, the lowest since 2011, despite stock market surges, partly due to Japan's lack of AI, data center, and chip startups  —  Tokyo's surging stocks fail to jump-start lacklustre listings market in first half of this year  —  The number of initial public offerings …

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More News

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Earlier Picks

Sebastian Herrera / Fortune:
Wall Street Journal: