Qualcomm is acquiring AI software startup Modular for $3.9 billion in an all-stock deal, targeting $15B in AI revenue by 2029. The stock popped 15% on the news. Here’s the strategy.
Apple is planning the most aggressive iPhone lineup expansion in the phones history, with five new models scheduled to roll out between late 2026 and early 2027. The roadmap, first reported by Nikkei Asia and confirmed by people familiar with Apples supply chain, includes a long-rumored foldable iPhone, two new Pro variants, a redesigned iPhone
Apple’s Five-iPhone Roadmap: A Foldable, an Air 2, and a Chinese Supply Chain Reshape Read More »
Nvidia is offering a new generation of AI startups something it has historically refused: a piece of the upside. Under a program disclosed to Bloomberg on July 1, 2026 and confirmed by CNBC, the Santa Clara chipmaker will swap blocks of compute capacity on its Blackwell and Rubin GPU clusters for revenue participation agreements —
Samsung accidentally leaks Galaxy Z Flip 8 and Fold 8 launch date on July 1, 2026. Three foldable models confirmed including a Z Fold 8 Ultra. Pre-orders open post-Unpacked.
Samsung Leaks Galaxy Z Fold 8 and Flip 8 Launch Date Read More »
Samsung has confirmed the Galaxy Ring 2 with iOS support, making it the first flagship smart ring to pair natively with the iPhone and a direct threat to Oura.
Etched raises $800M from Jane Street and TSMC-linked venture arm at $5B valuation, betting on locked-architecture silicon purpose-built for transformer AI workloads.
Etched Raises $800M From Jane Street and TSMC-Linked VC at $5B Valuation Read More »
Apple iPhone 18 Pro supplier lists, parts, and photos exposed in a Tata Electronics data breach. Here is what was leaked and why it matters for the fall 2026 launch.
Apple iPhone 18 Pro Secrets Leaked After Tata Electronics Data Breach Read More »
Nvidia H20 sales in China have stalled over the past two quarters as Huawei Ascend chips absorb orders from hyperscalers and state-owned cloud providers, raising doubts about US export strategy.
Nvidia China Chip Stall: Huawei Ascend Dominates as H20 Sales Collapse Read More »
South Korea has unveiled a trillion-dollar AI and semiconductor investment program anchored by Samsung and SK Hynix. Here is how the Korean chip buildout compares to the US CHIPS Act and Japan, and what it means for the AI industry HBM4 bottleneck.
Micron printed a 4x revenue quarter on AI memory demand. Wall Street is calling it the next Nvidia as RAMageddon runs into 2027.
Why Wall Street Thinks US Memory Maker Micron Is the Next Nvidia Read More »
