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2026-07-24

[News] SKC Reportedly Pushes Glass Substrate Mass Production to 2027, Targets Final Validation by Year-end

While SKC and its U.S. subsidiary Absolics remain among the frontrunners in the glass substrate market, Business Post reports that delays in mass production, driven by changing customer requirements, have allowed competitors to close the gap. According to the report, SKC is currently supplying pr...

2026-07-23

[News] Intel, AMD Reportedly Sign Long-Term Server CPU Deals with Chinese Customers Amid Tight Supply

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...

2026-07-23

[News] Google Raises 2026 CapEx Guidance Again Above US$200B; Free Cash Flow Turns Negative for First Time

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 ...

2026-07-23

[News] Musk Says Micron Is “Making Room” for Tesla in the Years to Come, Hinting at Long-Term Memory Supply

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...

2026-07-23

[News] Samsung Unveils Galaxy Z Fold8 Lineup; Flagships Feature TSMC 3nm Chips, Price Hikes Reach US$100

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...

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