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1.
South Korea’s Kospi stock index is falling: Why AI chipmakers SK Hynix and Samsung are facing investor jitters (feeds.feedburner.com)
2.
Mag 7 value shrinks by $2.3 trillion amid AI spending jitters — but investors are still backing chipmakers (cnbc.com)
3.
Samsung and SK hynix bonuses for chip workers flagged as a national inflation risk — Bank of Korea projects full-year inflation significantly above its 2% target (tomshardware.com)
4.
MSI Claw 8 EX AI+ with Intel Arc G3 launches at $1,800 (techspot.com)
5.
Nikon weaponizes lower prices to break ASML's lithography monopoly — tech giant leverages in-house manufacturing to slash prices to lure back American chipmakers (tomshardware.com)
6.
Chipmakers on track to meet only 60% of AI memory demand by 2027 (techspot.com)
7.
Arm releases first in-house chip, with Meta as debut customer (news.ycombinator.com)
8.
Arm releases first in-house chip, with Meta as debut customer (cnbc.com)
9.
China Mandates 50% Domestic Equipment Rule For Chipmakers (slashdot.org)
10.
Cheap Hardware Module Bypasses AMD, Intel Memory Encryption (darkreading.com)
11.
New attacks are diluting secure enclave defenses from Nvidia, AMD, and Intel (news.ycombinator.com)
12.
New physical attacks are quickly diluting secure enclave defenses from Nvidia, AMD, and Intel (arstechnica.com)
13.
US chipmakers could see bigger tax credits if Trump’s spending bill passes (techcrunch.com)
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