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2026-07-03
Tom's Hardware
PC Components RAM DRAM
SK hynix to invest $712.5 billion in South Korean operations — Cheongju NAND expansion, Yongin Semiconductor Cluster for DRAM detailed
News
By Anton Shilov
Published July 3, 2026
Over the next decades.
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(Image credit: SK hynix)
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2026-07-03
tomshardware.com
2026-07-03
Anton Shilov
SK hynix announces major plan to spend $712.5 billion in its operations in South Korea, but the only detailed investments are spendings on a new NAND fab and a packaging facility.
2026-07-03
tomshardware.com
2026-07-03
Bruno Ferreira
Palantir CEO Alex Karp boldly states in an interview that claims AI companies are stealing customer's data while charging them for unproductive services.
2026-07-03
www.tradingkey.com
2026-07-03
TradingKey
On July 2, Eastern Time, U.S. markets diverged as AI hardware stocks retreated, causing the Nasdaq and Philadelphia Semiconductor Index to decline while the Dow hit a record high. BofA Securities attributes current volatility to supply-demand imbalances but remains optimistic due to strong underlying economic fundamentals. The market's growth leadership is shifting from mega-cap tech toward pro-cy
2026-07-03
www.just-auto.com
2026-07-03
Just Auto
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2026-07-03
www.macrumors.com
2026-07-03
MacRumors
iPhone 18 Pro Could Use Qualcomm Modem in the US and C2 Elsewhere
Thursday July 2, 2026 9:15 am PDT by Hartley Charlton
Stolen data from Apple manufacturing partner Tata Electronics appears to reveal that the iPhone 18 Pro will use different modem chips depending on the market it is sold in, with U.S. models retaining Qualcomm hardware while international models will feature Apple's in-house C2 m
2026-07-03
seekingalpha.com
2026-07-03
Seeking Alpha
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2026-07-03
seekingalpha.com
2026-07-03
Seeking Alpha
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2026-07-03
finance.yahoo.com
2026-07-03
Yahoo Finance
Micron Technology Has Fantastic News for This Artificial Intelligence (AI) Infrastructure Stock That Has More Than Doubled in 2026
Harsh Chauhan, The Motley Fool
Thu, July 2, 2026 at 9:05 AM PDT 5 min read
MU
+1.11%
LRCX
+2.15%
NVDA
+3.65%
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Trading disclosure
Micron Technology (NASDAQ: MU) delivered fantastic results for the third quarter of fiscal 2026 (which ended on M
2026-07-03
www.mitsloanme.com
2026-07-03
MIT Sloan Management Review Middle East
Nvidia Rival Etched Steps Out of Stealth With $5B Valuation
The startup believes today's AI chips are held back by memory and networking bottlenecks—and has built two technologies to address them.
MITSloan ME Editorial
6 days ago
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Data, AI, & Machine Learning
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UAE Companies Expand Recruitment for AI Talent Despite Global Headwinds
Qatar Lau
2026-07-03
interestingengineering.com
2026-07-03
Interesting Engineering
From daily news and career tips to monthly insights on AI, sustainability, software, and more—pick what matters and get it in your inbox.
Discover the engineering revolution transforming modern defense with Strength, Stealth, Speed: The Very Fast Future of Advanced Defense
Access expert insights, exclusive content, and a deeper dive into engineering and innovation all with fewer ads or a complet
2026-07-03
247wallst.com
2026-07-03
24/7 Wall St.
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2026-07-03
finance.yahoo.com
2026-07-03
Yahoo Finance
SanDisk Sinks 11%, Seagate Falls 7%, Micron Slides 4% on Memory Supply-Glut Fears
David Moadel
Thu, July 2, 2026 at 9:02 AM PDT 4 min read
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Shares of SanDisk plunged 11%, Seagate slid 7%, and Micron dropped 4%, extending back-to-back losses as the memory sector trimed its extraordinary 2
2026-07-03
www.taipeitimes.com
2026-07-03
Taipei Times
The US is unlikely to match Taiwan Semiconductor Manufacturing Co’s (TSMC, 台積電) production capacity in Taiwan despite the chipmaker’s expansion in Arizona, Minister of Economic Affairs Kung Ming-hsin (龔明鑫) said yesterday.
TSMC has already announced plans for a total of 16 fabrication plants and advanced chip-on-wafer-on-substrate packaging facilities in Taiwan, Kung said before a ministry meeting
2026-07-02
www.fool.com
2026-07-02
The Motley Fool
Micron Technology (
MU
+0.91%
) delivered fantastic results for the third quarter of fiscal 2026 (which ended on May 28) on June 24. The memory specialist not just crushed Wall Street's expectations by a mile, but its guidance made it clear that the red-hot demand for memory chips isn't going away any time soon.
Micron stock jumped nearly 16% after its blowout quarterly report. The company's perf
2026-07-02
engineerlive.com
2026-07-02
Engineer Live
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2026-07-02
www.moomoo.com
2026-07-02
Moomoo
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2026-07-02
www.tomshardware.com
2026-07-02
Tom's Hardware
Tech Industry
Nvidia offers to take a cut of AI cloud revenue on top of hardware sales in new optional financing vehicle — trades tokens for revenue cut
News
By Luke James
Published July 2, 2026
Sharon AI and Firmus are the first partners, with a combined total of up to 210,000 GPUs.
(Image credit: Getty / The Dallas Morning Post)
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2026-07-02
tomshardware.com
2026-07-02
Luke James
Nvidia has announced a new business model under which it’ll be able to double-dip for revenue on the same silicon.