Conventional DRAM and NAND hit record highs in July: the memory squeeze widens
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.
5 h ago 6 8
"Cancelling Cursor": Quality debt takes precedence over feature velocity
Alex Yumashev (Jitbit) explains why he unsubscribed from Cursor: VSCode base 7-8 months behind, 7 bugs reported in a year and never fixed, Agent mode forced with every update, ghost support. An individual signal that perfectly illustrates the editor-orchestrator divide.
17 h ago 11 10
ByteDance internal re-org: Feishu team absorbed by Doubao, enterprise sales moved to Volcano Engine
This is an internal ByteDance restructuring, not a startup transaction: the Lark/Feishu productivity team is being folded into the Doubao AI product org, while Volcano Engine takes over B2B distribution.
Aug 1, 2026 at 09:40 15 17
Montage starts CXL 3.2 chip production - China gets a second memory-fabric supplier
Shanghai's Montage begins production of CXL 3.2 controllers - the memory-pooling fabric that reshapes AI-server economics gets a second Chinese supplier.
Aug 1, 2026 at 09:40 14 18
CXMT closes in on LPDDR6 mass production at 12,800 Mbps - the Chinese memory step-up
ChangXin Memory Technologies nears mass production of 12,800 Mbps LPDDR6 mobile DRAM—a real technological leap for China's memory industry, months after its IPO surge.
Aug 1, 2026 at 09:40 12 13
Rachel Laycock: "Attention has become the scarce resource" - the dev-orchestrator, managing 8 to 12 agents simultaneously
The CTO of Thoughtworks asks the question that the "features/week" metric avoids: when execution becomes free, we're not making developers faster, we're making conductors—and no one trains them.
Jul 31, 2026 at 22:20 15 18
LimX Dynamics: Shen Hua locks on PMF - "next stop, landing"
The co-founder LimX frames the new battle: leaving the motion control demo, entering industrial POC deployment. Luna, COSA brain, FluxVLA Engine. The next commercial filter is no longer the demo, it's the signed contract.
Jul 31, 2026 at 12:50 9 10
Hugging Face breach post-mortem: the OpenAI hacker was loud, and that was the good news
TechCrunch's forensic analysis of the HF breach: OpenAI's actor was noisy, fast, and detectable. Which is the industry's fig leaf - because the next one won't be.
Jul 30, 2026 at 19:38 15 13
Korea's AIDC Alliance formalizes the AI data-center stack around 18.4 GW
MSIT and SK Telecom co-chair a 400-organization alliance built around three divisions - demand, supply, foundation - with an 18.4 GW build-out target. The Korean supercycle gets its industry body.
Jul 29, 2026 at 12:47 15 16
Southeast Asia's physical AI push: commercial robots over humanoids
Tech in Asia maps SEA's physical AI startup ecosystem - the region's defining choice is to bet on commercial and industrial robots, not humanoids.
Jul 27, 2026 at 10:17 8 8
Hitachi conducts all its systems development using AI agents: the SaaS-is-over thesis finds an industrial buyer
Hitachi shifts its entire system development process to AI agents. The `saas-is-over` thread changes nature: it's no longer a thesis, it's a large-scale deployment.
Jul 26, 2026 at 18:36 7 8
US House vote to restrict Chinese humanoid robots: the militarization of dual-use
The debate was shifting from industrial robotics to the geopolitical stage; the House vote officially places it there, with a cascading effect on Unitree, AgiBot, and XPeng.
Jul 24, 2026 at 09:33 11 8