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FORGOTTEN HISTORY: 2 - The Untold Story

Dollar Climbs on Strong US Economic Reports

The dollar index (DXY00 ) today is up by +0.09%. The dollar is climbing today on a stronger-than-expected US Mar retail sales and Mar pending home sales reports. The dollar also has support on signs that Fed Chair nominee Kevin Warsh will support an independent Fed and prioritize low inflation....

Barchart

Chinese fabs import record volumes of US chipmaking equipment via Singapore and Malaysia — homegrown tool makers booked record 2025 revenues as price competition squeezes margins

2025 was a bumper year for Chinese chipmaking equipment firms Naura, AMEC, ACM Research, and Piotech, with each posting record revenues.

Tom’s Hardware

Tech industry lays off nearly 80,000 employees in the first quarter of 2026 — almost 50% of affected positions cut due to AI

Many of these job cuts are blamed on AI, but some experts say that it's actually caused by bad business decisions or corporate pivots. Still, they do not discount the disruption that AI will have on the job market, even as some companies buck the trend and hire more junior…

Tom’s Hardware

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Is iPhone Fold Coming In 2026? Apple Begins Trial Production Ahead of Historic September Reveal

Apple's iPhone Fold is reportedly in trial production and still aiming for a September 2026 launch alongside the iPhone 18 Pro, as leaks point to a tablet‑style design even while rumours conflict over possible engineering delays.

International Business Times UK

The iPhone Fold may not be ready as soon as we thought

A report has appeared claiming Apple has hit a couple of engineering snags with the folding iPhone.

A revised model Nintendo Switch 2 with a replaceable battery might be on the cards, but the US will have to wait

Nintendo might be pumping out a new Switch 2 with a replaceable battery thanks to EU legislation.

GamesRadar

A new Nintendo Switch could launch next year – and I want it more than anything else

Replaceable batteries inbound

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Qatar helium shutdown puts chip supply chain on a two-week clock — SK hynix forced to diversify after 30% of global supply removed from the market

QatarEnergy has not restarted helium production at its Ras Laffan complex nine days after Iranian drone strikes forced the facility offline.

Tom’s Hardware

China to increase leading-edge chip output by 5x in two years, report claims — aims to lift 7nm and 5nm production to 100,000 wafers per month, targeting half a million monthly by 2030

Chinese foundries looking to increase 7nm and below capacity to 100,000 wafer starts per month in one or two years, says Nikkei.

Tom’s Hardware

How long can stock markets thrive amid the vortex of geopolitical uncertainty?

The perceived excessive valuation of software companies is very real and is severely testing the resolve of investors

Evening Standard

Leading PC manufacturers considering using Chinese memory chips, report claims — HP and Dell qualifying CXMT DRAM, Acer and Asus asking Chinese partners to source locally-made memory chips

HP and Dell are reportedly qualifying CXMT memory chips for their products, while Asus and Acer are asking their partners to source locally-made memory modules. The ongoing memory chip shortage is forcing even big companies to look for alternative sources to Micron, Samsung, and SK hynix.

Tom’s Hardware

Tesla’s Success In Japan Offers A Clear Lesson For Struggling EV Makers

The automaker’s record year of EV sales in Japan came on the back of a simple but massively effective retail sales strategy.

InsideEVs

TSMC brings its most advanced chipmaking node to the US yet, to begin equipment installation for 3mn months ahead of schedule — Arizona fab slated for production in 2027

Fab 21 phase 2 shell is complete, fab is on track for equipment move in in mid-2026 and for volume production in 2027.

Tom’s Hardware

TSMC ponders upgrading 2nd Japan fab to 4nm — could pave the way for more advanced chips for Japanese customers (Updated)

TSMC reportedly mulls making 4nm chips in Japan amid putting construction of Fab 23 phase 2 on pause.

Tom’s Hardware

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InsideEVs

'New Normal': Tariffs Cost Japan's Auto Companies Nearly $10 Billion So Far

Today on Critical Materials: Subaru pivots to hybrids, Japan's automakers are feeling tariffs and China's zero-mile used EVs are causing trust issues.

International Business Times UK

Apple iPhone Air Gets Massive Production Cut As 'Nobody Wants It' – What Went Wrong?

Apple's iPhone Air sees 80% production cut as buyers shun its thin foldable design. What went wrong?

The Guardian - AU

Record number of babies born to foreign parents in Japan amid political row over migration

More than 20,000 children were born to non-Japanese couples, accounting for more than 3% of all newborns

International Business Times

Japan Main Opposition Eyes Unified PM Candidate To Block Takaichi

Japan's biggest opposition party will seek to support a unified candidate with other groups in a bid to block Sanae Takaichi's election as prime minister, media reported after the ruling coalition collapsed.

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InsideEVs

The New Nissan Leaf Is Good, But It Already Has A Problem

Nissan is reportedly cutting production of the new Leaf, and it’s all down to batteries. The company just can't get its hands on enough of them.

Barchart

Stock Index Futures Muted After Record Rally, U.S. Confidence Data on Tap

September S&P 500 E-Mini futures (ESU25) are down -0.11%, and September Nasdaq 100 E-Mini futures (NQU25) are down -0.04% this morning, taking a breather as investors assess how much further the record rally fueled by expectations of Federal Reserve rate cuts can continue.

Benzinga

Toyota Reshapes US Strategy: More Hybrids, New EVs, Fewer Lexus Sedans

Toyota Motor Corporation (NYSE:TM) shares are trading lower on Wednesday after Reuters reported that the carmaker was adjusting its U.S. manufacturing footprint.

Fortune

Perplexity wants to play nice with publishers. They keep suing it anyway

Perplexity is facing copyright lawsuits from publishers around the world, even as it tries to forge partnerships with them.

Benzinga

Jeff Bezos-Backed Perplexity AI Faces Lawsuit In Japan As Media Giants Nikkei, Asahi Claim AI Platform Illegally Stored, Misused Articles

Japanese media giants Nikkei and Asahi Shimbun have filed a lawsuit against Perplexity AI, which is backed by Amazon founder Jeff Bezos and Nvidia Corporation (NASDAQ:NVDA). They accused the AI search startup of copying and storing their content without permission.

Benzinga

Bill Gates-Founded Energy Venture, Backed By Likes Of Jeff Bezos And Jack Ma, Is Working With Japan To Commercialize Hydrogen

Breakthrough Energy, a U.S. nonprofit founded by Microsoft Corp. co-founder Bill Gates, will partner with Japan's government to support decarbonization research beginning in fiscal 2026, with a focus on moving homegrown technologies from labs to market.

InsideEVs

EV Battery Production Is Going Ballistic

Battery production is outpacing demand, which means prices should continue to fall. That'll be useful as EVs grow more popular.

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