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SK Hynix record profit surges 557% on AI chip demand but misses forecasts amid market concerns

SK Hynix reported a sixfold surge in quarterly operating profit to a record $42 billion, fueled by explosive AI chip demand from tech giants building data centers. But the results fell short of analyst expectations, sending shares down 10% as investors question whether aggressive AI infrastructure spending can sustain this momentum.

Business5 sources

SK Hynix record profit surges 557% on AI chip demand but misses forecasts amid market concerns

Business5 sources

Core Scientific lands AMD's 2.5GW AI infrastructure deal months after rejecting CoreWeave takeover

Former bitcoin miner Core Scientific signed a landmark partnership with AMD for up to 2.5 gigawatts of AI data center capacity across the American South. The deal includes 15-year leases for 529 megawatts and warrants for up to 30 million shares, validating the company's pivot to AI infrastructure after shareholders rejected a $9 billion CoreWeave acquisition last year.

Business6 sources

Core Scientific lands AMD's 2.5GW AI infrastructure deal months after rejecting CoreWeave takeover

Business6 sources

KLA Corp projects strong quarter as AI infrastructure spending fuels semiconductor demand

KLA Corp reported fourth-quarter revenue of $3.66 billion and forecast first-quarter revenue up to $4.2 billion, surpassing Wall Street estimates. The semiconductor equipment manufacturer expects accelerating momentum through 2027, driven by AI infrastructure buildout and rising demand for process control systems. Despite the upbeat quarter forecast, shares fell 8% in after-hours trading.

Business2 sources

KLA Corp projects strong quarter as AI infrastructure spending fuels semiconductor demand

Business2 sources

Trump administration bans Chinese robots and inverters to protect US AI infrastructure

The Trump administration announced a sweeping ban on new Chinese robots and power inverters, targeting humanoid and quadruped machines that officials say pose unacceptable risks to national security. The Federal Communications Commission will block imports to safeguard US AI infrastructure from potential cyberattacks, data theft, and supply chain disruptions while pushing manufacturers to reshore production.

Policy17 sources

Trump administration bans Chinese robots and inverters to protect US AI infrastructure

Policy17 sources

Honor Robot Phone launches August 12 with dual 200MP cameras and cinema-grade AI imaging

Honor confirms its Robot Phone will launch August 12—the same day as Google's Pixel 11—featuring dual 200MP cameras mounted on a 4DoF gimbal system and professional ARRI cinema workflows. The device introduces Honor's AiMAGE architecture and custom Yuguang H1 imaging chip, marking the company's transition into an AI terminal ecosystem provider. Pre-orders have already surpassed 200,000 units in China.

Technology2 sources

Honor Robot Phone launches August 12 with dual 200MP cameras and cinema-grade AI imaging

Technology2 sources

Seagate Technology forecasts strong quarter as AI-driven storage demand fuels hard drive shortage

Seagate Technology forecast quarterly revenue and profit above estimates as AI infrastructure buildout drives demand for high-capacity hard disk drives. Wedbush raised its price target to $1,000, expecting the hard-drive shortage to persist into 2027 as hyperscalers reserve capacity years in advance.

Business2 sources

Seagate Technology forecasts strong quarter as AI-driven storage demand fuels hard drive shortage

Business2 sources

Nvidia RTX Spark prototype laptop surfaces with N1X chip, reveals untapped potential

A TechPowerUp user obtained a Microsoft Surface Laptop Ultra prototype featuring Nvidia's RTX Spark N1X chip and put it through extensive testing. While the AI-focused chip shows promise with RTX 4070-level GPU capabilities and 24 GB unified memory, immature drivers and firmware severely hamper performance, causing GPU stuttering, game crashes, and inconsistent benchmark results that fall short of expectations.

Technology2 sources

Nvidia RTX Spark prototype laptop surfaces with N1X chip, reveals untapped potential

Technology2 sources

Taiwan detains Nvidia employee in expanding AI chip smuggling probe targeting Super Micro servers

Taiwan prosecutors detained an Nvidia employee suspected of falsifying documents to smuggle AI servers to China, marking the first known legal action against an Nvidia staffer in such a case. The Keelung District Prosecutors' Office searched the employee's home and Taipei office desk, citing flight risk and evidence tampering concerns. Seven people now sit in custody as the investigation expands beyond Super Micro into Nvidia itself.

Policy10 sources

Taiwan detains Nvidia employee in expanding AI chip smuggling probe targeting Super Micro servers

Policy10 sources

Zhongji Innolight raises $6.81 billion in Hong Kong's largest IPO since 2019

Chinese optical transceiver maker Zhongji Innolight has raised $6.81 billion in Hong Kong's biggest equity offering since Alibaba's 2019 secondary listing. The AI infrastructure supplier priced shares at HK$980, with first-quarter net profit nearly quadrupling to $934 million as demand for AI data centers surged. Trading begins July 30.

Business2 sources

Zhongji Innolight raises $6.81 billion in Hong Kong's largest IPO since 2019

Business2 sources

Cadence Design Systems raises annual forecasts as AI chip design demand surges by 24%

Cadence Design Systems increased its 2026 revenue and profit projections, driven by accelerating demand for AI-powered chip and system design software. The company now expects revenue between $6.26 billion and $6.34 billion, up from prior guidance of $6.13 billion to $6.23 billion. Second-quarter revenue jumped 24% year-over-year to $1.584 billion, with a record backlog of $8.1 billion signaling sustained momentum in semiconductor design tools.

Business4 sources

Cadence Design Systems raises annual forecasts as AI chip design demand surges by 24%

Business4 sources

AI vendors shift to consumption pricing as AI PCs emerge to control spiralling cloud costs

Major AI vendors are abandoning per-seat subscriptions for token consumption pricing, making cloud AI significantly more expensive for enterprises. AI PCs with neural processing units now offer a cost-effective alternative by running local models for routine tasks, providing zero marginal cost per query after hardware purchase. The shift creates a new hybrid model where enterprises balance cloud infrastructure for complex tasks against local compute for high-volume, low-complexity work.

Business2 sources

AI vendors shift to consumption pricing as AI PCs emerge to control spiralling cloud costs

Business2 sources

CXMT shares soar 470% as China's memory chipmaker rides AI boom to blockbuster Shanghai debut

CXMT, China's largest memory chipmaker, saw shares surge up to 500% in its Shanghai debut, raising $8.6 billion in mainland China's biggest IPO in recent years. The blockbuster share listing pushed its market cap to $487 billion, making it the most valuable company on mainland exchanges. The surge reflects investor confidence in China's semiconductor self-reliance strategy amid US export restrictions and surging AI-driven demand for DRAM memory chips.

Business9 sources

CXMT shares soar 470% as China's memory chipmaker rides AI boom to blockbuster Shanghai debut

Business9 sources

AI enthusiast adds Nvidia Tesla V100 to gaming PC for $266 to run 27B parameter models locally

An AI enthusiast has transformed a gaming PC into a powerful local LLM machine by adding a repurposed Nvidia Tesla V100 for just $266. The setup now boasts 32GB of VRAM and can run 27 billion parameter AI models at 32 tokens per second. While the enterprise GPU requires adapters and cooling modifications, it offers a budget-friendly alternative to expensive consumer cards for running local large language models at home.

Technology3 sources

AI enthusiast adds Nvidia Tesla V100 to gaming PC for $266 to run 27B parameter models locally

Technology3 sources

Samsung and Broadcom forge $200 billion AI chip partnership to challenge TSMC's dominance

Samsung Electronics signed a $200 billion memorandum of understanding with Broadcom to supply AI chips, memory, and foundry services through 2030. The Samsung Broadcom partnership will leverage sub-2-nanometer manufacturing and advanced packaging to produce custom AI accelerators, strengthening Samsung's position against industry leader TSMC.

Business7 sources

Samsung and Broadcom forge $200 billion AI chip partnership to challenge TSMC's dominance

Business7 sources

NAVER, NVIDIA and Brookfield forge $10 billion partnership to build Korea's sovereign AI future

NVIDIA is investing $1 billion to acquire a 4.5% stake in NAVER Corp, while Brookfield commits up to $9 billion to expand South Korea's AI infrastructure. The partnership will scale NAVER's GAK Sejong data center from 55 megawatts to 200 megawatts by 2028, with ambitions to reach gigawatt-scale capacity. This marks a strategic push to build sovereign AI infrastructure that can fuel Korea's AI ecosystem and compete globally.

Technology10 sources

NAVER, NVIDIA and Brookfield forge $10 billion partnership to build Korea's sovereign AI future

Technology10 sources

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