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Techmeme
June 29, 2026, 2:55 PM
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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
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.
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
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
James Hunt / The Block:
Filing: Strategy paused its bitcoin acquisitions last week, instead topping up its USD reserve to $2.55B and announcing a $1B digital credit buyback program  —  Quick Take  — Strategy paused its bitcoin acquisition last week despite raising $1.15 billion in MSTR proceeds, with its total holdings remaining at 847,363 BTC.
Emma Roth / The Verge:
Rocket Lab plans to acquire Iridium for $8B and combine Rocket Lab's launch services with Iridium's satellite-based communications network to rival SpaceX  —  Iridium's constellation of 66 satellites provides communications for 2.5 million subscribers.
Marcus Mendes / 9to5Mac:
WhatsApp rolls out username reservations globally, allowing users to claim a unique name before the privacy-focused feature launches later this year  —  Following years of anticipation and months of preparation, WhatsApp today began rolling out username reservations worldwide …
Jyoti Mann / The Information:
Internal documents: Meta is placing strict limits on how engineers in its applied AI division can use Claude Code and Codex, fearing inadvertent distillation  —  As Meta Platforms tries to wean itself off expensive AI coding applications from Anthropic and OpenAI, it is confronting a difficult challenge …
Reuters:
Sources: component and supplier lists, and photos of iPhone 18 Pro models, are among files a ransomware group stole from Apple's Indian supplier Tata  —  Sensitive lists of components and suppliers, and photos of Apple's upcoming iPhone 18 Pro models are part of files posted on the dark web …
Joanna Glasner / Crunchbase News:
In Q2, there were thirteen $1B+ US venture-backed startup exits, either through acquisition or IPO, the most exits since the 2021 market peak  —  Startup exits valued at $1 billion or more are now more numerous than at any point since the 2021 market peak, Crunchbase data shows.
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) …
TechCrunch:
SCOTUS limits the law enforcement use of “geofence” warrants, saying people have “a reasonable expectation of privacy” in their cell-phone location data  —  Zack Whittaker Lorenzo Franceschi-Bicchierai  —  The U.S. Supreme Court on Monday limited the law enforcement use of …
Catherine Perloff / The Information:
Sources: Amazon is weighing using OpenAI's and its own Nova models to cut costs after Anthropic raised prices for using its models in Amazon products  —  As Anthropic grows to become a leading AI model used by enterprises, it's been flexing its power with customers—including one of its most important early backers, Amazon.
More: The Decoder
Sergiu Gatlan / BleepingComputer:
The US DOJ seizes nearly 400 domains for illegally streaming 2026 FIFA World Cup matches; last week, ACE, UEFA, and more shut down 44 domains linked to PirloTV  —  The U.S. Justice Department's Criminal Division has seized nearly 400 web domains used for illegally streaming matches at the FIFA World Cup.
NPR:
SCOTUS finds that Trump's 2025 firing of FTC Commissioner Rebecca Kelly Slaughter without cause was lawful, placing independence of several agencies in doubt  —  The U.S. Supreme Court on Thursday further overturned a 91-year-old precedent that has prevented presidents from removing members of independent agencies at will.

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This is a Techmeme archive page. It shows how the site appeared at 2:55 PM ET, June 29, 2026.

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From Mediagazer

Todd Spangler / Variety:
Comcast plans to spin off its media and entertainment assets, including NBCUniversal and Sky, into a new publicly traded entity, set to close by mid-2027

Dan Mangan / CNBC:
SCOTUS rejects President Trump's bid to appeal a New York federal court jury's $5M verdict that found he sexually abused and defamed E. Jean Carroll

New York Times:
Sources: CNN CEO Mark Thompson told Paramount he would not share oversight of CNN with another exec, as David Ellison weighs whether to put Bari Weiss in charge

More News

Earlier Picks

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
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
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
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