Demand for server CPUs is rising alongside the rapid expansion of AI data centers. According to Reuters, citing sources, Intel and AMD are signing longer-term agreements for server CPUs with Chinese customers as prices continue to rise. The agreements typically lock in purchase volumes rather than...

Google parent Alphabet reported its 2Q26 earnings, with investors closely watching the company's higher capital expenditure outlook. According to Reuters, CFO Anat Ashkenazi said on the earnings call that Google now expects to spend between US$195 billion and US$205 billion in capital expenditures ...

Tesla CEO Elon Musk echoed Apple CEO Tim Cook’s concerns over the memory shortage, agreeing with Cook’s description of the crisis as a “hundred-year flood” and calling it “the biggest price jump in anything I’ve ever seen,” according to Business Insider. However, while the supply crunc...

Samsung held its latest product launch event in London on July 22. According to Economic Daily News, Samsung unveiled three new foldable smartphones—the Galaxy Z Fold8 Ultra, Galaxy Z Fold8, and Galaxy Z Flip8, breaking from its previous practice of launching only two foldables. The Galaxy Z Fold...

While both Intel and SK hynix denied market chatters that the latter could work towards acquiring Team Blue’s Ohio fab, the two parties could still be exploring collaboration opportunities. Semafor, citing sources familiar with the matter, reports that SK hynix is among the potential partners bein...