Apple sues OpenAI over alleged theft of trade secrets — claims company mentored incoming employees on bringing confidential information

Apple sued OpenAI, including its own former employees, over the theft of trade secrets as both companies build up AI hardware businesses.

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SK hynix and TetraMem collaborate on experimental chip to bolster energy efficiency for edge AI devices — memristor-based in-memory SoC research leaves performance questions up in the air
 SK hynix and TetraMem collaborate on experimental chip to bolster energy efficiency for edge AI devices — memristor-based in-memory SoC research leaves performance questions up in the air

SK hynix, TetraMem, and the University of Southern California built a memristor-based in-memory computing system-on-chip for AI edge devices, achieving promising energy efficiency, but failed to demonstrate its full potential.

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Anthropic says it can read Claude’s ‘thoughts,’ as detailed in new research paper — models observed to have a global workspace, revealing more of what makes LLMs tick

Anthropic has discovered an internal “J-space” for its Claude AI that displays similarities to human internal processing. While the AI developer anthropomorphizes it as thought, it may yet prove useful as a method of improving LLM honesty, oversight, and guardrails.

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Tencent is reportedly in talks to acquire Manus from Meta, following Beijing intervention — company expects to remain independent of Chinese tech giant
 Tencent is reportedly in talks to acquire Manus from Meta, following Beijing intervention — company expects to remain independent of Chinese tech giant

Tencent is in talks with Manus and other investors to raise the $2 billion needed to buy back the startup from Meta. Beijing ordered the two companies to unwind the deal six months after the surprise announcement of its purchase.

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SK hynix raises a record $26.5 billion in historic U.S. IPO — South Korean memory giant to fund massive HBM manufacturing expansions

SK hynix raised $26.5 billion in a record-breaking Nasdaq IPO, as it plans to channel the windfall from surging AI demand and sold-out HBM supply to fund new fabs.

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Nanya to quadruple capital spending to $6.2 billion in 2027 as DRAM prices push gross margin to 79.5% — Q2 revenue skyrockets as ASPs for memory continue to surge
 Nanya to quadruple capital spending to $6.2 billion in 2027 as DRAM prices push gross margin to 79.5% — Q2 revenue skyrockets as ASPs for memory continue to surge

Nanya Technology plans capex of more than TW$200 billion ($6.2 billion) in 2027, roughly four times its budget for this year.

Japanese chipmaker Rapidus to offer lower wafer pricing than TSMC — 2nm class silicon to be priced around $20,000 on 2027 launch

Japanese chipmaker Rapidus discloses one more aspect of its strategy: to offer lower quotes than TSMC.

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Researchers turn HBM on its side to tackle AI memory’s heat wall — Korean V-Die and Japanese MOSAIC designs promise higher bandwidth, denser stacks, and cooler future GPUs
 Researchers turn HBM on its side to tackle AI memory’s heat wall — Korean V-Die and Japanese MOSAIC designs promise higher bandwidth, denser stacks, and cooler future GPUs

Researchers in Korea and Japan have proposed sideways-stacked DRAM designs that could push future AI memory beyond conventional HBM limits by improving cooling, bandwidth, and capacity while reducing reliance on TSV-heavy vertical stacks.

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Chat Control 1.0 sneaks through the EU Parliament, letting companies scan user data without warrants — legal tactic used to force a majority-required re-vote on eve of Parliament break
 Chat Control 1.0 sneaks through the EU Parliament, letting companies scan user data without warrants — legal tactic used to force a majority-required re-vote on eve of Parliament break

Chat Control 1.0 sneaks through the EU Parliament, letting companies scan user data without warrants — legal skullduggery used to force a majority-required re-vote on eve of Parliament break

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Micron lifts U.S. spending to $250 billion — company takes $500 million position in America’s only 300 mm wafer plant
 Micron lifts U.S. spending to $250 billion — company takes $500 million position in America’s only 300 mm wafer plant

Micron has said it will invest up to $3 billion in the US semiconductor supply chain, with $500 million of that going to GlobalWafers.

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