|
June 29, 2026, 6:10 AM
|
Mediagazer
memeorandum
WeSmirchTop 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| 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, Reuters, Seoul Economic Daily, Korea JoongAng Daily, 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: @mrsdeborahlynn and @wittywebhandle. 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: The Decoder, 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.| Timothy Prickett Morgan / The Next Platform: |
Academic papers and conference materials offer a deep dive into China's all-CPU LineShine, which pairs custom 304-core Arm CPUs with HBM to top the Top500 — CO-EDITOR, CO-FOUNDER, THE NEXT PLATFORM — It has been nine years since a Chinese HPC supercomputer was at the top … | 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
More: Bloomberg Law and Business Insider
| Reuters: |
Sources: CXMT and Tencent sign a ~$3B, three-year DRAM supply agreement for servers ahead of CXMT's IPO; CXMT is in talks with other major Chinese companies — Chinese memory chipmaker ChangXin Memory Technologies (CXMT) has signed a long-term supply agreement with Tencent Holdings (0700.HK) … | 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, and MarkTechPost
X: @danielhanchen, @rohanpaul_ai, @askalphaxiv, @loonstep, @yuhasbeentaken, @dogacel0, @sudoingx, and @huggingmodels
Forums: r/unsloth, r/DeepSeek, and r/singularity
| Victoria Albert / Wall Street Journal: |
An interview with Axon CEO Rick Smith, who transformed the Taser maker into a policing software company, as its revenue from AI policing tools rises 700%+ YoY — Taser and body-cam king Rick Smith is betting Axon's dominance—and his own pay package—on his tech-driven vision| Sam Fleming / Financial Times: |
How the UK is betting on IT and AI to combat slow economic and productivity growth, including moving beyond the Golden Triangle of London, Oxford, and Cambridge — Regions outside London want a piece of the pie — In Sheffield, in the north of England, James Marshall is developing software …
| Bloomberg: |
Verizon and the UK's BT agree to create a joint venture for their international businesses with ~$4B in combined yearly revenue; Verizon will pay $625M to BT — Verizon Communications Inc. and the UK's BT Group Plc have agreed to create a joint venture for their international businesses … | 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 …
More: The Indian Express
| Max Miller / Engadget: |
A look at security flaws, police misuse, and other concerns over the 100K+ AI-enabled automated license plate readers installed across the US, mostly from Flock — “You can't get a breath of fresh air ... without us knowing.” — Thanks to the rise of AI, a new kind of surveillance camera …
More: VTDigger and Cult of Mac
Sponsor Posts
Soxton:
Fast, affordable law for startups — Soxton automates startup legal so founders can move faster and sleep better. We handle incorporation, advisor, employment and commercial contracts. Join the waitlist for early access!
Fast, affordable law for startups — Soxton automates startup legal so founders can move faster and sleep better. We handle incorporation, advisor, employment and commercial contracts. Join the waitlist for early access!
Equals:
Stop vibe coding analytics — Equals AI turns questions about your business into auditable spreadsheet models and dashboards. Build once, iterate for years.
Stop vibe coding analytics — Equals AI turns questions about your business into auditable spreadsheet models and dashboards. Build once, iterate for years.
Zoho:
Zoho Mail MCP: Make your inbox work for you — Maya is the head of operations at a 500-person B2B software company. She's sharp, she's busy, and she starts every morning the same way-with her coffee, laptop, inbox.Not to work.
Zoho Mail MCP: Make your inbox work for you — Maya is the head of operations at a 500-person B2B software company. She's sharp, she's busy, and she starts every morning the same way-with her coffee, laptop, inbox.Not to work.
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.Featured Podcasts
Grit:
Airwallex's Jack Zhang on Fintech, Failure, and Growth
Grit explores what it takes to create, build and scale world-class organizations.
Subscribe to Grit.
Tools and Weapons with Brad Smith:
Connecting the Unconnected: Doreen Bogdan-Martin
Microsoft Vice Chair and President Brad Smith speaks with leaders in government, business, and culture to explore the most critical challenges at the intersection of technology and society.
Subscribe to Tools and Weapons with Brad Smith.
Lenny's Podcast:
OpenAI Codex lead on the new shape of product work | Andrew Ambrosino
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:
Anthropic's Mythos is Back, OpenAI Releases GPT 5.6, Apple's Price Increases
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.
Hard Fork:
'The Daily' and 'The Opinions': How A.I. Is Changing Loneliness and Taste
The future is already here. Each week, journalists Kevin Roose and Casey Newton explore and make sense of the latest in the rapidly changing world of tech.
Subscribe to Hard Fork.
The Upstarts Podcast:
Writer's May Habib: Building AI Tools For Corporate 'Normal People' The Labs Leave Behind
Veteran tech reporter Alex Konrad sits down with breakout entrepreneurs taking on the status quo to shake up their fields in AI, design, nuclear energy, space, and more.
Subscribe to The Upstarts Podcast.
About This Page
This is a Techmeme archive page. It shows how the site appeared at 6:10 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.
From Mediagazer
Todd Spangler / Variety:New York Times:
The Intercept:
Upcoming Tech Events
More News
| New York Times: |
More: The Overspill. X: @rohanpaul_ai, @mfcannon, @surajit_ghosh2, @marcsto, and @marcsto. Mastodon: @mattblaze@federate.social
| Marton Eder / Bloomberg: |
More: crypto.news, The Next Web, Deutsche Welle, Reuters, Seoul Economic Daily, and Reuters
X: @scaling01, @brickroad7, @martinvars, @kimmonismus, @anton_d_leicht, @andrewcurran_, and @nathanbenaich
Forums: Hacker News and r/Anthropic
| Zvi Mowshowitz / Don't Worry About the Vase: |
Earlier Picks
| Jackson Chen / Engadget: |
| Nick Lichtenberg / Fortune: |
More: Stanford Digital Economy Lab. X: @digeconlab. Bluesky: @fortune.com. Forums: r/InterstellarKinetics and r/technology
| Sebastian Herrera / Fortune: |
More: The Next Web. X: @_samirism, @jacobandreou, @sebasaherrera, @sebasaherrera, and @sebasaherrera. LinkedIn: Fortune. Bluesky: @carnage4life