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Nvidia looks to Mitsubishi Heavy for cooling and power as Japan's AI buildout accelerates

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digitimes.com 2026-07-15

Nvidia and Mitsubishi Heavy Industries are weighing a partnership under which the Japanese industrial group would supply cooling systems and energy management equipment for the artificial-intelligence data centers Nvidia is building with partners worldwide, Nikkeireported. The talks point to where the AI buildout is now bottlenecked: not chips, but the power and heat they generate.

MacBook Neo drives Apple notebook shipments up 10% but A18 Pro shortages cap growth

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digitimes.com 2026-07-15

Apple's MacBook Neo is selling briskly, lifting the company's notebook brand shipments by more than 10% year on year in the second quarter of 2026, but supply shortages are emerging as a major risk. Supply-chain sources had expected MacBook Neo shipments to reach 10 million units in 2026, but a key component bottleneck could weigh on sales.

Tongfu Microelectronics forecasts sharp first-half profit rise on AI and memory demand

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digitimes.com 2026-07-15

Tongfu Microelectronics said its first-half profit is likely to climb sharply, reflecting broader gains in semiconductor demand that could matter for global chip supply chains, AI infrastructure builders, and memory market watchers. The company pointed to stronger utilization, higher sales of mid- to high-end products, and investment returns as key drivers of the expected increase.

Cadence Design Systems vs. Synopsys: Which Technology Stock Is a Better Buy in 2026? - The Motley Fool

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www.fool.com 2026-07-15 The Motley Fool

Micron vs. SK Hynix: Which AI Memory Stock Is the Better Buy? - The Motley Fool

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www.fool.com 2026-07-15 The Motley Fool

Micron stock jumps as investors look beyond GPUs in AI chip trade - thestreet.com

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www.thestreet.com 2026-07-15 thestreet.com

Dow Jones Futures: Goldman, CrowdStrike Jump, AI Stocks Need To Do This; ASML, Morgan Stanley Due - Investor's Business Daily

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www.investors.com 2026-07-15 Investor's Business Daily