*BROADCOM TO DEVELOP CUSTOM ASIC SILICON PRODUCTS FOR APPLE what happened to Intel?

Pour one out for sexbot entrepreneurs. It seems that the safest way to do business in China to imagine if Xi might think it's "degenerate", "cringe", "goyslop" or "bugman-coded", and if that looks likely, just go do something else.

UBS operating profit estimates for Samsung Electronics and SK hynix 1. Samsung Electronics 2026: KRW 441T ($287.9B) 2027: KRW 837T ($546.5B) 2028: KRW 902T ($588.9B) 2. SK hynix 2026: KRW 327T ($213.5B) 2027: KRW 623T ($406.8B) 2028: KRW 667T ($435.5B)

China CCL Export ASP's are way up, on flat volumes:

Having observed the Hopper & Blackwell and now the Rubin ramp over the last 4 years, plz don't expect Nvidia to meet their deadlines Jensen operates on very aggressive timelines and puts too much pressure on the supply chain AI servers are much more complex than smartphones (the logic of the 2010s won't work here) and are also undergoing rapid iteration every generation (HBM, CPO, AP, 800 VDC, substrates/PCB size and complexity etc)

Just for context: last week people were claiming that SemiAnalysis had deliberately reported a CPO delay in order to help launch a fund (as far as I know, they only act as an advisor) that could buy photonics stocks at lower prices. The fund does exist, and now SemiAnalysis is once again reporting delays. So what’s the conspiracy theory this time? It’s always easier to blame someone else when your investment thesis isn’t playing out (at least for now). Conspiracy theories about market manipulation are especially popular. The possibility that your own thesis might have weaknesses or that you may have overlooked something rarely seems to cross people’s minds. Delays are part of the game. That’s why you should avoid buying stocks that are priced for perfection.

MASSIVE DELAY: Just 3 months after Jensen demoed Kyber NVL144 at GTC, it has faced major setbacks and has been delayed by more than 12 months, pushing it back to 2028. Below, we explain why Kyber has faced massive delays and why NVIDIA’s NVL72x2 back-to-back rack architecture was also cancelled, leaving Rubin Ultra with a limited scale-up domain. 👇️ 1/6🧵

If these scores are real, Tencent has just become one of the leaders of open source. Hy3 is a 295B 21AB model that at least beats GLM 5.1 in blind tests. Might even warrant architecture transition (it's a basic GQA). Good job.

According to Korean media reports, Samsung Foundry turned profitable on a monthly basis in June. This marks the first time since 2023. With monthly profit turning positive in June, Samsung internally is reportedly seeing a higher likelihood of a turnaround to profitability starting in the third quarter. In particular, the fact that HBM4 base dies are produced on Samsung’s 4nm process is being cited as a key driver behind the turnaround. Yield improvement is also seen as a major factor supporting the monthly profit swing. Industry sources estimate that Samsung’s 4nm process yield has improved to around 80%.

MASSIVE DELAY: Just 3 months after Jensen demoed Kyber NVL144 at GTC, it has faced major setbacks and has been delayed by more than 12 months, pushing it back to 2028. Below, we explain why Kyber has faced massive delays and why NVIDIA’s NVL72x2 back-to-back rack architecture was also cancelled, leaving Rubin Ultra with a limited scale-up domain. 👇️ 1/6🧵

🐱 LongCat-2.0 is now fully open-source — MIT licensed, no restrictions. Since our launch a few days ago, the response from the community has been incredible. Thank you for all the feedback, discussions, and interest. Today, we’re releasing the model weights and inference code to everyone. ◆ 1.6T MoE · ~48B active · 1M token context ◆ Agent-native: Integrates directly with Claude Code, OpenClaw, and Hermes Agent ◆ Deployment: Support both GPU and NPU platforms— verified on large-scale domestic clusters 📑 Tech Blog: longcat.ai/blog/longcat-2.0/ 🤗 HuggingFace: huggingface.co/meituan-longc… 💻 GitHub: github.com/meituan-longcat/L… 🪄 ModelScope: modelscope.ai/collections/me… 👇 Inference Code GPU: github.com/sgl-project/sglan… NPU: github.com/meituan-longcat/S…

The internet is a good example here. We managed to achieve massive growth in internet traffic without having to spend much more on internet infrastructure because the transmission technologies became much better. Why won’t there be similar technological innovations that dramatically lower the cost of producing memory?

According to a new review of the ThinkBook 14 G9 by Notebookcheck, Chinese PC maker Lenovo has, for the first time, begun shipping globally configured laptops equipped with YMTC-made SSDs. $SNDK $MU