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Tue, Jul 07
34 stories
MARKET Chipmakers rout as semiconductor index tumbles 6.3%; KLA, Micron, Samsung, SK Hynix lead declines 
POLICY EU AI Act "Digital Omnibus" extends SME simplifications to mid-caps; high-risk deadline August 2 2026 
CHIPS Kioxia and SanDisk sample 332-layer BiCS10 NAND with 29+ Gb/mm² density for data centers 
FUNDING North American startups raised record $392B in H1 2026, with Anthropic pulling $65B 
MARKET Samsung Q2 profit jumps 19-fold on AI chip surge, but shares tumble 9% on valuation fears 
INDUSTRY Graph-as-Policy Framework Achieves 0.93-0.99 Success Rate on Robot Manipulation 
BREAKING Mistral open-weight model launching July with early access; ARR tops $400M, targeting $1B in 2026 
RESEARCH SearchGen-20K Teaches Visual Generators When to Search 
CHIPS Intel XBM patent ditches HBM's silicon interposer; backend-transistor DRAM + UCIe for $-efficient AI memory 
MARKET Samsung Q2 2026: $58.6B operating profit shatters NVIDIA, 40-year chip-biz cumulative 
CHIPS Pasqal, Aeponyx launch Canadian PIC packaging center; targets 500k modules/year by phase 2 
MARKET Samsung Q2 operating profit hits $58.4B on AI memory boom—third consecutive record 
BREAKING eSIM evolves from connectivity to device trust; industrial IoT and automotive driving adoption at scale 
MARKET Morgan Stanley issues 'sell chips' as Samsung, SK Hynix tumble despite record Q2 earnings INDUSTRY Photoroom Trades Throughput for Encoder Flexibility in Diffusion Training 
FUNDING Proxima Fusion closes €411M Series C led by Google, RWE at €2.4B valuation 
RESEARCH CompactionRL boosts GLM coding agents 5–7 points on benchmarks 
RESEARCH New Verification Method Hits 86.5% on Terminal-Bench Without Fine-Tuning 
RESEARCH Claude Fable 5 writes KernelBench-Mega's first genuine megakernel at 18.7x PyTorch speedup 
INDUSTRY Cloudflare eliminates GPU charges for cached AI inference with new Workers Cache 
CHIPS Anthropic pursues custom AI chip with Samsung to reduce NVIDIA reliance 
FUNDING Together AI closes $800M Series C led by Aramco at $6.5B valuation on $1.15B ARR 
CHIPS NVIDIA, Hugging Face integrate Isaac GR00T and Cosmos 3 into open LeRobot library 
FUNDING Google backs Proxima Fusion €411m raise for stellarator nuclear fusion reactors 
INDUSTRY Chinese AI Models Grab 46 Percent of Token Market Share 
MARKET SK Hynix launches $29B U.S. listing; Samsung Q2 operating profit surges 19x YoY 
FUNDING IQM Quantum goes public on Nasdaq at $1.9B, Europe's first quantum IPO INDUSTRY Hive Autonomy's silicon brain cuts construction machine costs 80 percent 
FUNDING Cleantech funding hits $8B in Q2 2026, highest in two years; Stegra green steel leads with $1.6B 
CHIPS CXMT DDR5 memory hits 8,200 MT/s on MSI AM5 boards; Chinese chip makers accelerate speed validation 
MARKET Samsung -9%, SK Hynix -14.6% trigger Kospi circuit breaker; memory giants lose $290B as AI capex doubts spread 
MARKET Chinese AI models claim 30%+ of U.S. token traffic; Z.ai's GLM-5.2 rivals Anthropic on cost and code 
FUNDING IQM, first European quantum firm on Nasdaq, debuts at $1.9B valuation amid dealer skepticism 
FUNDING Hive raises $15M for autonomous industrial 'silicon brain' claiming 80% cost reduction Sun, Jul 05
6 stories
CHIPS Fab2 rebrands Atomic Semi, pivots to mass-producing semiconductor mini-fabs from Texas 
MARKET Microsoft launches Frontier Company, $2.5B bet to embed 6,000 engineers inside enterprise AI deployments 
FUNDING MGX closes $49B AI fund, world's largest dedicated AI investment vehicle 
BREAKING Alibaba bans Claude Code citing hidden China-detection backdoor; Anthropic confirms feature, removed July 1 
BREAKING AWS launches S3 Annotations: mutable, queryable metadata for objects (up to 1GB per object) 
CHIPS AI chip bottleneck has shifted: CoWoS packaging now the binding constraint through 2026 Load more stories Loading…