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05.08.26 - 00:30
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Research Insight: Samsung indicates diversification in AI memory demand, LTA reshapes supply (Digitimes)
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Samsung Electronics' memory business was the clear focus of its second quarter 2026 earnings call, accounting for about one-third of the Q&A session. DIGITIMES Intelligence said its review of the call points to three takeaways: AI is broadening high-end memory demand into a wider product mix, supply tightness will last through 2028, and long-term agreements (LTAs) are reshaping supply and operations....
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04.08.26 - 22:21
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World′s Largest PC Makers Start Using Memory Chips From China′s CXMT (ZeroHedge)
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World's Largest PC Makers Start Using Memory Chips From China's CXMT
It's not just Apple that is scrambling to find cheap memory alternatives to the DRAM offerings from the memory "cartel" of Samsung, SK Hynix and Micron: according to the Nikkei Asia, a trio of the world's leading PC makers - HP, Asus and Acer - have started to use small amounts of chips from China's ChangXin Memory Technologies (better known as the recently IPOed CXMT) amid an unprecedented memory shortage fueled by demand for artificial intelligence infrastructure.
Many major PC makers completed the qualification process for CXMT's DRAM chips around the middle of this year and have started to use a limited amount in their notebook computers, according to multiple sources familiar with the matter.
The amount of CXMT chips used and the number of notebook models utilizing them are very limited as of now, as CXMT is prioritizing a large part of its production capacity for Chinese clients, such as Huawei. The not...
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04.08.26 - 13:18
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"Creepy" Smart Glasses Are Creating A Privacy Problem (ZeroHedge)
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"Creepy" Smart Glasses Are Creating A Privacy Problem
Smart glasses are quickly becoming the next major consumer tech battleground, with Meta leading the market and rivals including Google, Samsung, and Apple preparing their own AI-powered eyewear. But as the devices become more capable, they're also fueling a growing debate over whether convenience is coming at the expense of privacy, according to a new report from Wired.
Unlike smartphones, which require users to visibly point a camera, smart glasses can quietly capture photos, video, and audio from the wearer's point of view. Critics argue that makes them far easier to misuse. Meta has attempted to address concerns with recording lights and anti-tamper protections, but questions remain over how effective those safeguards really are. The company also briefly experimented with facial-recognition capabilities before abandoning the feature after it drew scrutiny.
Even so, consumers continue to buy them. Fans point to hands-free ph...
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04.08.26 - 02:06
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Roborock beats Samsung, LG to win over 70% of South Korea′s robot vacuum market (Digitimes)
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Roborock Technology has grown from its roots in China to become the world's leading robot vacuum brand, securing the top spot in the global market for three years in a row and beating the runner-up in 2025 by more than 10pp with a commanding 27% share of the market worldwide. As competition in its home market of China grows increasingly fierce, Roborock has instead seen overseas revenue surpass domestic revenue for the first time in 2025....
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