Techmeme
June 29, 2026, 3:55 AM

Top News

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.
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 DigiTimes.  X: @mingchikuo
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
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 …
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:
Subquadratic: the LLM built for 12M-token reasoning  —  SubQ can reason across entire codebases and document sets in one pass with no RAG workarounds.  Read how SubQ 1.1 Small holds near-perfect retrieval out to 12M tokens.
Cloudflare:
Cloudflare Connect 2026: The Agentic Conference  —  Stop preparing for agents.  Start running them.  100+ sessions, workshops, and speakers from OpenAI, Arm, and Cloudflare across AI, security, and performance.
Zoho:
Pro Tips: 4 tips to overcome data problems in your CRM  —  Most CRM data problems don't look like problems.  At a glance, your CRM looks fine: records exist, fields are filled, and reports run.
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.

Featured Podcasts

Invest Like the Best:
Noah Shinn - Building Instinct: The Personal Agent
The leading destination to learn about business and investing. We do this by showcasing exceptional talent and ideas.
Subscribe to Invest Like the Best.
Lenny's Podcast:
The grief, loneliness, and burnout sweeping through the tech industry right now | Molly Graham
Interviews with world-class product leaders and growth experts to uncover actionable advice to help you build, launch, and grow your own product.
Subscribe to Lenny's Podcast.
Big Technology Podcast:
Meta's Muse Revival, Frontier AI Under Threat, The Rise Of Dopamine Sites
The Big Technology Podcast takes you behind the scenes in the tech world featuring interviews with plugged-in insiders and outside agitators.
Subscribe to Big Technology Podcast.
Sources:
Satya Nadella on Microsoft's agent bet and AI's trust problem
Candid conversations with the leaders shaping what's next in AI and the broader tech industry. Hosted by Alex Heath, who has covered Silicon Valley for more than a decade.
Subscribe to Sources.
Channels with Peter Kafka:
Meta's New $1300 Glasses and the Fight to Control AI
Media and tech aren't just intersecting - they're fully intertwined. To understand how those worlds work, Peter Kafka talks to industry leaders, upstarts and observers.
Subscribe to Channels with Peter Kafka.
Great Chat:
Doomers at Dreamforce
A podcast mostly about tech. Brought to you weekly by Angela Du, Sally Shin, Mac Bohannon, Helen Min, and Ashley Mayer.
Subscribe to Great Chat.
 

About This Page

This is a Techmeme archive page. It shows how the site appeared at 3:55 AM ET, June 29, 2026.

The most current version of the site as always is available at our home page. To view an earlier snapshot click here and then modify the date indicated.

More News

Bloomberg:
Sebastian Herrera / Fortune:

Earlier Picks

Wall Street Journal:
Financial Times: