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.
just now 6 8
MiniMax H3 open-source: Chinese lab breaks the price of full-modal
MiniMax releases H3, an open-source full-modal (text, image, audio, video) model at one-third the price of competitors. The AI video market stops being binary: expensive closed-source or weak open-source.
Jul 31, 2026 at 12:50 12 14
SK Hynix eyes record Q2 profit on AI memory boom - the memory cycle enters its blow-off top
SK Hynix is guiding to a record Q2 profit driven by AI memory demand. The Korean memory oligopolist is now the cleanest single proxy on HBM pricing power.
Jul 27, 2026 at 10:17 10 11
SK Hynix Q2 record: memory is where the AI capex pinch prints first
SK Hynix aims for a record Q2 profit - 57% of the HBM AI-server market according to Tech in Asia - and becomes de facto the 2nd largest shareholder of Kioxia, without voting rights for now. The HBM constraint becomes the clock of the token cost 2027-2028.
Jul 26, 2026 at 18:40 12 8
Anthropic ships Claude Opus 5: the Fable 5 arc closes at roughly half the price
Anthropic officializes Claude Opus 5, the culmination of the "Fable 5" cycle - announced capacity nearly equivalent for a price halved. The battle shifts to pricing.
Jul 26, 2026 at 18:36 6 8
Anthropic launches Claude Opus 5: near-Fable 5 capability at roughly half the price
Five days after making Fable 5 permanent in premium plans, Anthropic ships Opus 5 - a model close to flagship capabilities at about half the price per Tech in Asia. A pricing move that betrays competitive pressure.
Jul 25, 2026 at 10:27 10 11
Thailand: +37% of investment requests in H1, driven by the AI wave
The Thai BOI rakes in a record first half - the country becomes a credible landing spot for AI/datacenter projects on the sidelines of the US-China duel.
Jul 24, 2026 at 09:33 13 9
Sequoia leads $300M into Etched: the ASIC transformer is back in the spotlight
Etched is making a narrow bet - a dedicated ASIC for Transformers - as Nvidia's roadmap hardens on pricing. Sequoia is putting $300M to validate the thesis.
Jul 24, 2026 at 09:33 9 8
Brussels imposes €890M on Google under the DMA: the sanction mechanism is in place
New record DMA fine - Washington retaliates by threatening commercial stability. Europe consolidates an ex ante antitrust regime; Google does the math.
Jul 24, 2026 at 09:33 8 8
Oppo and Vivo would refuse Samsung's Q3 memory rates: the HBM/DRAM squeeze turns into an arm wrestle
According to TechNode, Oppo and Vivo reportedly declined Samsung Electronics' price offer for Q3 2026 - the memory capex race is spilling over into client-to-client negotiations.
Jul 23, 2026 at 07:42 9 9
Google's Gemini 3.6 Flash is cheaper and shorter - and Gemini 4 gets a tease while 3.5 Pro stays late
Google publishes three new Gemini models with a focus on "fewer output tokens, cheaper", tests Gemini 4 in the waiting room - and leaves Gemini 3.5 Pro at the starting line.
Jul 22, 2026 at 12:41 16 8
DeepSeek V4 approaches: 1M tokens of context and double pricing
DeepSeek is preparing for the public release of its V4, with a 1M token window and a double pricing grid (peak/off-peak). The shadow extends beyond a simple update.
Jul 20, 2026 at 11:40 11 9