| 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.| 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.| 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.| 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| 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) … | David Segal / New York Times: |
How a Polymarket dispute over a single syllable ignited a bitter debate; Polymarket uses Risk Labs' Optimistic Oracle to decide ~200K tough call bets per month — In mid-April, a long and testy argument erupted online over a seemingly trivial question: Did a guy in a video say “Donk”?| Spencer Soper / Bloomberg: |
Adobe: online spending across all retailers in the US hit $26.4B during Amazon's four-day Prime Day event, up 9.3% YoY; Walmart and Target also hosted sales — Online spending across all retailers in the US hit $26.4 billion during Amazon.com Inc.'s annual Prime Day sale, according to Adobe Inc. … | 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 … | 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 … | 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 …
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