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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Samsung readies Gaia AI accelerator for PCs — HP and Lenovo are reportedly validating the NPU

Samsung reportedly preps Gaia AI accelerator for client devices that is already being tested by HP and Lenovo.

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While the U.S. flip-flops on chip sanctions, China is building its own chip supply market — export controls are creating conditions for a Sino-Russian chip trade alliance
 While the U.S. flip-flops on chip sanctions, China is building its own chip supply market — export controls are creating conditions for a Sino-Russian chip trade alliance

As the U.S. makes up its mind on export controls for Chinese chips, China has been developing its own supply chain, and associated trade network.

Professor suspected AI-powered cheating on take-home midterms, makes finals in-person — only two students scored within 10% of their midterm score

A Brown University professor suspected that almost his entire class cheated on take-home mid-term exams using AI tools after they scored unusually high. In-person final exams showed that only two students scored within 10% of their midterm score, with just one getting a higher grade compared to their midterms.

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