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1.
SoftBank jumps 13% as Asia tech stocks track Wall Street AI rally (cnbc.com)
2.
After a year with the Pixel 10 Pro, here’s why I won’t buy the Pixel 11 Pro (androidauthority.com)
3.
In a troubling sign, Nvidia RTX 50 series prices jump up to 30% in South Korea — TSMC wafer hikes and $20 GDDR7 modules push RTX 5090 past $5,100 (tomshardware.com)
4.
Co-Packaged Optics (CPO) foundry roadmaps — breaking down TSMC, Intel, Samsung, and GlobalFoundries' approach to next-generation scale-up connectivity (tomshardware.com)
5.
iPhone Air 2 to feature smaller Dynamic Island, more: report (9to5mac.com)
6.
SK Hynix, Samsung shares skyrocket to clock best days as AI rally roars back (cnbc.com)
7.
Google plans to produce up to 15 million AI chips by 2028, rivaling Nvidia's total accelerator volume (techspot.com)
8.
Asian technology stocks extend sell-off with SoftBank down 10% as AI plays take a hit (cnbc.com)
9.
Asian technology stocks extend sell-off with SoftBank down 7% as AI plays take a hit (cnbc.com)
10.
Qualcomm reportedly notifies hardware partners of impending chip price hikes (androidauthority.com)
11.
Qualcomm is reportedly planning to raise processor prices by the end of the summer (engadget.com)
12.
AMD confirms Zen 7 Epyc "Florence" for 2028 and previews Zen 8 Epyc "Ravenna" for 2030 (techspot.com)
13.
Intel commits to 14A mass production in 2028 as its sales rise 25% year-over-year (tomshardware.com)
14.
AMD's Instinct MI455X: Aiming for the Sun (news.ycombinator.com)
15.
AMD takes the wraps off its Instinct MI455X AI accelerator — CDNA 5 and Helios rack-scale architecture combine to take the fight to Nvidia in the data center (tomshardware.com)
16.
Adata chairman says DRAM shortage will last another 10 years — dismisses AI bubble talk until '2040 or 2050' (tomshardware.com)
17.
TSMC plans up to 10% price increases on advanced and mature nodes starting in 2027 (techspot.com)
18.
Trump's push for American-made AI chips hits TSMC's margins (cnbc.com)
19.
China is considering export controls on AI technologies, including banning local companies from using TSMC, report claims — restrictions would also cover advanced AI models, training data, and overseas acquisitions (tomshardware.com)
20.
TSMC eyes price hikes of up to 25% on chip production services in 2027, report claims — plans to raise baseline prices by 5% to 10% on advanced nodes (tomshardware.com)
21.
More bad news for Apple pricing as TSMC increases chip costs (9to5mac.com)
22.
SMIC's third-gen 7nm node shows smaller metal pitch than Intel 18A, higher transistor density than TSMC N6 without EUV — analysis of N+3 shows significant advancement for Chinese semi manufacturing (tomshardware.com)
23.
iPhone 18 Pro’s new A20 chip rumored to bring two major upgrades (9to5mac.com)
24.
Taiwan indicts ex-TSMC manager for allegedly stealing chip secrets for China — first case of its kind links managers to Chinese semiconductor materials analysis company (tomshardware.com)
25.
TSMC is accelerating Arizona factory build-out to capitalize on AI 'megatrend,' CFO says (cnbc.com)
26.
TSMC is accelerating Arizona factory buildout to capitalize on AI 'megatrend,' CFO says (cnbc.com)
27.
ASML's planned Low-NA EUV machine price hikes reportedly frustrate TSMC — lithography machine maker comes knocking to make bank on TSMC's profitable fabs, potentially costing the Taiwanese chipmaker billions (tomshardware.com)
28.
TSMC confirms significant yield and performance improvements in A14 update — strong interest from AI/HPC and smartphone customers (tomshardware.com)
29.
AI Bubble Fears Are Starting to Spill Over (futurism.com)
30.
Chip stock sell-off, Netflix earnings, Trump's approval rating and more in Morning Squawk (cnbc.com)
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