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June 29, 2026, 3:55 AM
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| 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| Yi Whan-woo / The Korea Times: |
South Korea unveils plans for new AI data centers backed by ~$357.5B from SK Group, GS Group, and Naver, targeting 8.4GW initially and 18.4GW by 2035 — President Lee Jae Myung speaks during a public briefing on the government's three flagship mega projects at Cheong Wa Dae in Seoul, Monday.
More: Bloomberg, Korea JoongAng Daily, Reuters, and XDA Developers
| Kif Leswing / CNBC: |
Soaring memory costs are posing existential threats to small electronics makers, amid thin margins, low supply chain leverage, and little room for price hikes — Earlier this year, Mono Technologies assembled and shipped nearly 1,000 units of its flagship product, a $600 router development kit.
More: Wall Street Journal. LinkedIn: Arun Paul. Bluesky: @wittywebhandle and @mrsdeborahlynn. Forums: r/technology
| 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.
More: Notebookcheck, Digital Trends, WJHG-TV, CBS News, PC Gamer, Comic Book, and Kotaku
| 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.| 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 …
More: Tech in Asia, alphaXiv, DeepSeek on Hugging Face, and MarkTechPost
X: @danielhanchen, @rohanpaul_ai, @askalphaxiv, @loonstep, @yuhasbeentaken, @dogacel0, @sudoingx, and @huggingmodels
Forums: r/DeepSeek, r/unsloth, and r/singularity
| 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.
Mastodon: @mattblaze@federate.social
| 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| Zvi Mowshowitz / Don't Worry About the Vase: |
GPT-5.6's system card indicates Sol is well below the level of the most worrisome Mythos use cases, suggesting all GPT-5.6 versions could launch without delay — While we wait for a general release, the system card is the best hint as to what is going on with the new candidate for America's Next Top Model, GPT-5.6.
More: Cyber Security News, Memeburn, and The Indian Express
| Joshua Brustein / Bloomberg: |
Humanoid robot maker Apptronik raised ~$1B at a ~$5B valuation, including from Mercedes-Benz, which has a handful of Apptronik's Apollo robots in its factories — Jeff Cardenas says bringing humanoid machines into the mainstream will be a gradual process. — If you think of an office … | 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 …
More: Seoul Economic Daily, Reuters, and Reuters
X: @scaling01, @brickroad7, @nathanbenaich, @martinvars, @kimmonismus, @anton_d_leicht, and @andrewcurran_
Forums: Hacker News and r/Anthropic
| 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 … | Reuters: |
Shanghai-based Momenta, whose driver-assist tech is used by Toyota, Mercedes, and Audi in China, files for an IPO in Hong Kong, seeking to raise up to $751.1M — Chinese self-driving technology firm Momenta Global launched its Hong Kong initial public offering on Monday …
More: South China Morning Post, Bloomberg, Tech in Asia, and Reuters
| Jackson Chen / Engadget: |
Australia says it plans to double the maximum penalty for any social media company breaking its minimum age law to AU$99M and grant more powers to enforcers — The fine can now potentially hit 99 million AUD, or $68 million. — After becoming the first in the world to implement … Sponsor Posts
Subquadratic:
SubQ Snap 1.1: the first long-context decision model for real enterprise work — Tied for #1 on the AA Decision Index, Snap is a multimodal model with a 384k-token context window for fast reasoning and agentic decisions.
SubQ Snap 1.1: the first long-context decision model for real enterprise work — Tied for #1 on the AA Decision Index, Snap is a multimodal model with a 384k-token context window for fast reasoning and agentic decisions.
Zoho:
Introducing Zoho TouchPoint: Every handshake deserves a next step — Here's a scene you've probably experienced. You spend a day at an event, talk to dozens of people, and come home with a stack of business cards.
Introducing Zoho TouchPoint: Every handshake deserves a next step — Here's a scene you've probably experienced. You spend a day at an event, talk to dozens of people, and come home with a stack of business cards.
IDrive:
Protecting your Cloud Applications Data — Backing up Office 365, Google Workspace, Dropbox & Salesforce data is critical to preventing data loss or corruption, complying with laws and avoiding critical downtime in case of a disaster.
Protecting your Cloud Applications Data — Backing up Office 365, Google Workspace, Dropbox & Salesforce data is critical to preventing data loss or corruption, complying with laws and avoiding critical downtime in case of a disaster.
WebBrain:
WebBrain: an open-source AI agent for your browser — Read pages, fill forms and automate tasks in Chrome or Firefox. Use local models or your preferred AI provider. Get started free.
WebBrain: an open-source AI agent for your browser — Read pages, fill forms and automate tasks in Chrome or Firefox. Use local models or your preferred AI provider. Get started free.Featured Podcasts
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Channels with Peter Kafka:
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Zach Reitano - Building Ro and Why Healthcare Should Be 50% of GDP
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