Apple's reported negotiations with CXMT - China's state-backed DRAM manufacturer - have stalled on pricing. Supply diversification from Samsung and Micron is proving more politically and commercially complex than expected.
1 h ago 9 10
Korean industry data show conventional (non-HBM) memory prices at all-time highs in July—the AI supercycle now spills into the general-purpose stack.
Aug 3, 2026 at 13:20 10 13
Meta released Muse Spark 1.1 (multimodal reasoning) and simultaneously priced its Meta Model API aggressively low. Neither will beat GPT-5.6 or Claude on benchmarks. That's not the point. The point is undercutting the meter.
Jul 11, 2026 at 11:41 29 8
