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YOU WONT BELIEVE: 7 - You Need To See This

Silicon Starvation: Amazon Feasts on Legacy GPUs

Amazon is ramping proprietary Trainium chip production and raising GPU prices, while TSMC's 3nm foundry capacity runs at full utilization, driving analyst price target hikes for both companies.

MarketBeat

Unix copyright code infringement lawsuit is back from the dead — IBM still under fire from Xinuos over 2003-era bytes

Unix copyright code infringement back from the dead — IBM is still under fire from Xinuos about 2003-era bytes, with a hearing as recent as June 22.

Tom’s Hardware

China-made CXMT memory now supports faster speeds on MSI's AMD motherboards — new BIOS adds DDR5-8200 validation on dual-DIMM, DDR5-7200 on quad-DIMM models

MSI has officially validated region-bound Chinese RAM using CXMT modules to run at up to 8,200 MT/s on its AM5 motherboards. Models with two RAM slots can handle these high frequencies a bit better than four-DIMM variants.

Tom’s Hardware

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Microsoft 'resets' Xbox by cutting 3,200 jobs this year, divesting five game studios — firm cites 'margins that are 3-10x lower than comparable platform and publishing businesses'

Xbox CEO Asha Sharma announced that Microsoft's gaming division will cut 3,200 jobs throughout FY27 and is spinning out studios but not canceling any games.

Tom’s Hardware

Dear Taiwan Semi Stock Fans, Mark Your Calendars for July 16

Investors will watch closely for Taiwan Semiconductor's Q2 earnings print coming up in mid-July.

Barchart

Intel quietly bumps the price up of the best CPUs it's made in years to 'reflect current market dynamics'

Fortunately, the Arrow Lake Refresh chips are still worth the extra money.

PC Gamer

Intel confirms price hikes on select consumer and server CPUs citing supply costs and demand — select Xeon processors now over $1,000 more expensive

Intel confirms price increases for Core Ultra 200S Plus, Xeon 6 processors, cites market dynamics, rising costs, soaring demand.

Tom’s Hardware

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Supermicro denies that its offices were raided by Taiwanese authorities in Nvidia GPU smuggling case — company says that it coordinated with the police and provided access to investigated employees’ workstations and gadgets

The company insists that it's cooperating with Taiwanese authorities and has voluntarily provided access to its premises. It also confirmed with the police that it's the individual, not the institution, that is being looked into with regard to the smuggling cases.

Tom’s Hardware

Intel expands production of photomasks in California: EUV and High-NA EUV in the focal point

Intel begins expansion of its Bowers Campus in Santa Clara to produce more photomasks in-house, which is set to be crucial as process technologies get more sophisticated.

Tom’s Hardware

Jane Street, TSMC-linked AI startup Etched raises $800 million

AI chip challenger Etched has secured a massive $800 million in funding, with backing from industry heavyweights like Jane Street and a firm linked to TSMC. The startup, aiming to rival Nvidia, is set to begin shipping its AI chips this summer. Etched has already inked $1 billion in sales…

The Economic Times

I can barely afford AMD and Nvidia's current 4 nm chips, so I'm not sure what to make of IBM's new sub-1 nm technology

Moore's Law might not be dead, but it is kinda zombified.

PC Gamer

Taiwan raids Supermicro and two supply-chain partners in widening Nvidia smuggling probe — nine sites hit as six people summoned for questioning

Taiwan officials raided Supermicro Computer's Taiwan office on Monday, alongside the homes of six individuals and three affiliated company sites

Tom’s Hardware

iPhone 18 Pro Max cost predictions are here; Why it could be Apple's most expensive standard iPhone yet

Apple's iPhone 18 Pro Max, expected in September 2026, could be significantly more expensive than its predecessor, according to reports. A shift to 2-nanometer chip technology, rising RAM costs, and battery upgrades are among the factors being cited. No pricing has been confirmed by Apple.

The Economic Times

Chris Wood’s big warning: The specific risk that will finally trigger the end of AI trade

Jefferies strategist Chris Wood believes the AI boom will end not because of a chip glut, but when investors realise hyperscalers cannot generate adequate returns on massive AI investments. He warns that concerns over capital misallocation, rather than supply, could trigger a prolonged pause in the AI trade.

The Economic Times

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The Economic Times

ETMarkets Smart Talk | AI and semiconductors remain the best global investment themes today: Niteen Dongare

As Indian investors increasingly diversify globally, AI and semiconductors remain the most compelling long-term investment themes, according to Niteen Dongare of Anand Rathi International Ventures. He recommends allocating 20-30% of portfolios to global markets through ETFs, direct stocks and GIFT City funds to enhance diversification and returns.

The Economic Times

Japan cancels over 200 flights as double storm threat grows

Japan faces severe transport chaos and landslide threats as two tropical storms, Mekkhala and Higos, converge with a seasonal rain front. Over a million people are under evacuation orders, with hundreds of flights and train services cancelled. Meanwhile, Taiwan experienced significant disruptions, including flooding and evacuations, though its crucial chip…

The Economic Times

Apple supplier Tata Electronics tightens internal controls after data breach

Tata Electronics is investigating a massive data leak on the dark web, reportedly exposing thousands of secret client files from Apple and Tesla. The company has restricted internal system access, hired a global consultant for a forensic audit, and informed authorities and clients. Apple's security team is actively collaborating with…

The Independent UK

Typhoon forces Japan to evacuate over two million people while heavy rain shuts down parts of Taiwan

Typhoon Mekhhala expected to make landfall over weekend

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TechRadar

Don't delay that MacBook upgrade — Apple's laptop price hikes could be much worse than the iPhone 18 Pro, analysts predict

We know price hikes are inbound for all major Apple products, but MacBooks could potentially come off worst.

Barchart

Why Wedbush Says This Overlooked Chip Stock Could Be 2026’s Biggest Winner

A major deal with CoreWeave is reshaping the outlook for Backblaze as AI demand boosts interest in low-cost data storage.

Caixin Global

Business Brief (June 25): China Unveils Rules for Supply Chain Security Probes

ByteDance launches paid tier for its AI assistant Doubao, TSMC reportedly plans to hike prices across all advanced process nodes

TechRadar

One memory to rule them all? Key partner to Nvidia, ASML and TSMC brings next-gen RAM and NAND replacements even closer

IMEC has demonstrated two advances in ferroelectric memory research that could make next-generation memory possible.

The Economic Times

Apple-Intel chip deal makes strategic sense but production is years away

Apple is reportedly turning to Intel for chip manufacturing, a move driven by TSMC's inability to meet surging AI demand and Apple's need for more capacity. This partnership, however, faces significant hurdles, with analysts predicting it could take two to three years for advanced chips to be ready. Intel's past…

Tom’s Hardware

TSMC is reportedly hiking prices for 'all advanced nodes,' accounting for 74% of the company’s wafer business — Nvidia, AMD, Apple, Qualcomm, and others will face higher wafer costs

TSMC has reportedly told customers to prepare for 5% to 10% price hikes across advanced chip nodes, extending beyond 3nm to include 7nm and some legacy processes.

The Economic Times

Oil, AI and chips: The new resource race redrawing markets and nations

The leap to a $5 trillion valuation for Nvidia underscores a dramatic paradigm shift: semiconductors have become the driving force of global economic prowess, akin to oil in previous centuries. With nations such as Taiwan and South Korea emerging through powerhouses like TSMC and Samsung, the future prosperity relies heavily…

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