Must Read
Energy Matrix - California Curtailed 4.5 Billion kWh of Green Electricity in Six Months. Why Is It Still Worried About Power Shortages?
45 billion kWh of solar and wind power was curtailed in six months. Why does California still worry about blackouts?
Breaking News - DeepSeek foreshadows significant API price increases? Amid off the chart usage - Aug 6, 2026
Chinese artificial intelligence (AI) startup DeepSeek announced on Thursday that it plans to comprehensively raise the prices of its API (Application Programming Interface) services soon, with a significant increase expected, according to Yahoo and company sources.
Market Rumor - Apple is not get a favor on pricing with CXMT?
According to Korea's Digital Daily source, CXMT is not lowering prices for Apple...
Market Rumor - Trump Administration Drafting Ban on Chinese Data Center Devices
The Trump administration is drafting a ban on U.S. imports of new models of Chinese data center components, four people familiar with the matter told Reuters, as it seeks to protect the infrastructure that undergirds the AI boom.
Market Rumor - China begins making homegrown DUV chipmaking tools, sources said
China has begun manufacturing domestically developed immersion deep ultraviolet lithography machines, a key chipmaking tool long dominated by Dutch supplier ASML, The Information reported on Monday (July 27, 2026).
Silicon Bakery - Over The Weekend (Wk4 Jul 2026) - Korean tech names deepen partnership with U.S; AMD under the spotlight on next-gen infra; Apple vs Micron takes a wild turn?
Korean, global tech companies to pursue partnerships worth more than $950 billion in total; AMD introduces its next-gen ai-infra products; Apple vs Micron taking another wild turn...
Results Review - Intel 2Q2026 significantly beat expectations
Intel’s stock jumps as chipmaker rides AI boom to fastest revenue growth in almost 15 years.
China's Moonshot AI eyes $50 billion valuation, Hong Kong IPO after Kimi K3 breakthrough - July 2026
Moonshot is preparing to begin discussions in August for a final round of fundraising before a Hong Kong initial public offering, targeting a valuation of as much as $50 billion, according to a report from Bloomberg News.
Market Rumor - Microsoft Weighs Kimi K3 for Copilot Despite Trump Administration Pressure
Microsoft is evaluating Moonshot AI’s Kimi K3 model for use in Copilot as the company looks to reduce the rapidly rising cost of running its artificial intelligence products.
Market Rumor - AMD Stock Rises Overnight: Is Anthropic A New Customer? - July 20, 2026
A code file by Anush Elangovan, a vice president of AI software at AMD, reportedly listed Anthropic as a "customer."
Anthropic Plans IPO Investor Meetings as Mega-Listing Nears
Anthropic PBC is seeking to meet with investors ahead of its potential mega-IPO, according to people familiar with the matter, as the company prepares to join the rush of artificial intelligence-driven stock market debuts.
Stock price tumbled: Is SK Hynix rally over after Nasdaq debut?
The Korean memory chip-maker's stock price tumbled more than 10% (as of morning July 13, 2026) after its stunning Nasdaq debut last Friday (up 12.8%). Is the rally over, or is this a buying oppotuntiy?
