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01.07.26 - 23:01
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Apple Negotiating To Buy Blacklisted Chinese Chips To Ease AI-Driven Shortage (ZeroHedge)
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Apple Negotiating To Buy Blacklisted Chinese Chips To Ease AI-Driven Shortage
After raising prices on their entire product line last week as much as 50% thanks to "unsustainable" input costs from the memory cartel (SK Hynix, Samsung, Micron and Sandisk), Apple is in active negotiations to buy memory chips from two Chinese semiconductor manufacturers on the Pentagon's blacklist, aiming to diversify supply and mitigate the impact of sharply rising component costs triggered by surging AI demand.
Adding to Friday reporting from the Financial Times, Bloomberg now reports that the iPhone maker is seeking chips from ChangXin Memory Technologies (CXMT), a major DRAM producer, and Yangtze Memory Technologies Co. (YMTC), a fast-growing NAND flash maker. The components would be used exclusively in devices sold in China, where Apple already offers market-specific models. The talks are ongoing and not yet finalized, according to people familiar with the matter.
This was the logical next step.....
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01.07.26 - 15:21
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OXMIQ Raises $35 Million to Scale OxCore™ Architecture (Business Wire)
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CAMPBELL, Calif.--(BUSINESS WIRE)--#AI--OXMIQ Labs Inc., a unified GPU and AI architecture company founded by Raja Koduri, today closed its $35 million Series A financing, bringing the company's total capital raised to $60 million. The funding will scale OxCore™, OXMIQ's licensable GPU architecture that allows semiconductor companies and AI system builders to build custom AI silicon without a full chip program. The round was co-led by Fundomo and Samsung Catalyst Fund, with participation from MediaTek, AM Intelligence Labs, Pegatron Venture Capital, CDIB-TEN, Darwin Ventures, and Morgan Creek Digital, among other financial and strategic investors. OXMIQ's expertise spans the full AI stack, from renewable power and data center infrastructure to silicon IP, electron-to-token machines (ETMs™), along with the software that runs AI factories and agents.
One Core, Three Engines
Token demand is outpacing the world's ability to build infrastructure to serve it. OXMIQ was founded to re-architect the GPU st...
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01.07.26 - 09:06
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Samsung Display to expand OLED capacity as foldable demand builds (Digitimes)
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Samsung Display (SDC) is preparing to expand 6th-generation OLED capacity at its A4 plant in Asan, South Chungcheong Province, marking its first new capacity move since the 8.6-generation IT OLED investment it announced in 2023, The Elec reported. Maeil Business Newspaper separately reported Samsung's broader KRW67 trillion Asan investment plan....
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01.07.26 - 03:06
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SK Hynix talent hunt targets HBM′s next frontiers while drawing Samsung employees′ attention (Digitimes)
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SK Hynix's latest senior hiring drive has reignited debate in South Korea's semiconductor industry, with the move seen as more than routine R&D reinforcement and as a sign that competition in the high-bandwidth memory (HBM) market has entered a new stage. As AI chips demand more from memory, logic design, advanced process nodes, and packaging integration, talent with system semiconductor and foundry experience has become a strategic asset....
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