Tech
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 - SK Hynix-Linked Vehicle Becomes Kioxia’s Top Shareholder
Kioxia Holdings said on August 11 that a Bain Capital investment vehicle linked to SK hynix has become its largest shareholder after former parent Toshiba further reduced its stake.
Silicon Bakery - How Intensified Will the AI Infra Race Be? Behind: Intel's Capital Raising, Nvidia's AI Funding Plan, Microsoft's Bet on Indigenous Chips And More...
The AI infrastructure race intensifies as Intel raises capital, Nvidia builds a massive financing ecosystem, and Microsoft advances custom AI chips. Together, they signal a shift toward a broader AI supply chain powered by chips, capital, and scalable compute infrastructure.
Market Rumor - Apple tests China's CXMT memory chips for iPhones and MacBooks
Apple has been testing memory chips from China’s CXMT across products including iPhones and MacBooks as it seeks to ease supply pressures caused by booming AI demand.
Results Review - Microchip Beats Q1 Estimates as Data Center and Defense Growth Accelerate
Microchip delivered a clear Q1 FY2027 beat and issued Q2 guidance substantially above expectations. Shares rose sharply following the release, consistent with a reset in near-term earnings expectations rather than revenue alone.
Silicon Bakery - Microsoft, Amazon, Meta, and AMD: Which Can Prove the AI Payoff?
The AI capex race has become a monetization test. Microsoft, Amazon, Meta and AMD show how quickly spending converts and whether the revenue will last.
Result Review - Western Digital Beats Q4 Expectations as Gross Margin Reaches 54.4%
Western Digital delivered a Q4 FY2026 beat, with the clearest upside in profitability rather than revenue. Management said it expects gross margin to improve for many quarters, supported by pricing, higher-capacity drives and lower cost per TB.
Result Review - Sandisk’s Q4 Beat, How Much Was Structural Growth?
Sandisk delivered another unusually large beat in fiscal Q4. The results were not purely a datacenter story: management attributed roughly two-thirds of the sequential revenue increase to higher pricing and only one-third to volume.
Market Rumor - Samsung, SK Hynix signal stronger shareholder returns
According to Reuters (Aug 5, 2026), Korean memory chip leaders Samsung Electronics & SK Hynix could be signalling stronger shareholder returns, to be finalized in 2026.
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.
Results Review - Astera Labs Beats - Tailwind for AI Hardware Yet Again? 3Q2026 Guidance Surpasses Consensus by 32%
Astera Labs’ Q2 results exceeded expectations, while Q3 guidance implied further acceleration as Scorpio ramps ahead of schedule. The next tests are customer breadth, revenue-mix changes and whether operating leverage can offset lower gross margin.
AI Speedrun - AI Agents are Getting More Powerful, the Security Bill is Just Begin
The latest cyber incident involving OpenAI and Anthropic models does not prove that consumer AI is attacking people. It shows something more relevant to businesses and investors: giving an AI agent more authority also creates a new layer of security costs. Will U.S. public companies be required to disclose
