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Google taps MediaTek to build next-gen Triggerfish AI chipAlphabet is developing an upgraded version of its TPU v9 artif...
06/25/2026

Google taps MediaTek to build next-gen Triggerfish AI chip
Alphabet is developing an upgraded version of its TPU v9 artificial intelligence chip, codenamed Triggerfish, with Taiwan's MediaTek once again serving as its exclusive design partner, according to supply chain analyst Ming-Chi Kuo of TF International Securities.

Bernstein analyst calls AI-driven chip boom first true supercycle in 18 yearsStacy Rasgon, a senior semiconductor analys...
06/25/2026

Bernstein analyst calls AI-driven chip boom first true supercycle in 18 years
Stacy Rasgon, a senior semiconductor analyst at Bernstein with 18 years covering the chip industry, declared on June 21 that the semiconductor sector is experiencing the first genuine "supercycle" of his career, as AI-driven demand pushes capacity constraints across every layer of the supply chain.

Nvidia unveils 35 AI supercomputers across EuropeNVIDIA announced Monday at ISC High Performance 2026 in Hamburg, German...
06/24/2026

Nvidia unveils 35 AI supercomputers across Europe
NVIDIA announced Monday at ISC High Performance 2026 in Hamburg, Germany, that a record 35 AI supercomputers are under development across Europe, representing the continent's largest one-year expansion in supercomputing infrastructure.

The systems span national supercomputing centers, AI factories, and academic research institutions across 23 countries and will serve more than 3 million researchers. Built on NVIDIA's Blackwell and Hopper platforms, the buildout accounts for over 90% of Europe's AI factory deployment, with 800 AI exaflops deployed or announced since last year.

Nadella warns AI industry against power concentrationSatya Nadella, the chief executive of Microsoft, is pushing for a f...
06/24/2026

Nadella warns AI industry against power concentration
Satya Nadella, the chief executive of Microsoft, is pushing for a fundamental reset of the artificial intelligence industry, warning that the public will not accept a future in which a handful of companies dominate the world's most powerful AI systems.

In an interview with The Wall Street Journal published Sunday, Nadella offered one of his sharpest critiques yet of the frontier-model arms race, taking aim at companies that predict widespread job losses while demanding vast resources for data center expansion.

"You can't say, hey, all white-collar jobs are gone and this could even be a weapon and we will use all the power to build data centers," Nadella said. The public, he predicted, would not tolerate just a few models and companies "doing all of the learning for the world."

Incoming Apple CEO Ternus vows to restore design team's cloutIncoming Apple chief executive John Ternus has signaled tha...
06/24/2026

Incoming Apple CEO Ternus vows to restore design team's clout
Incoming Apple chief executive John Ternus has signaled that reviving the company's design culture will be among his first priorities when he takes over on September 1, 2026, according to Bloomberg's Mark Gurman, who reported in his Power On newsletter on June 21 that Apple's design organization has lost its executive standing under the later years of Tim Cook's leadership.

Zhipu AI tops HK$1 trillion after open-source model rivals US leadersZhipu AI's market capitalization surpassed HK$1 tri...
06/23/2026

Zhipu AI tops HK$1 trillion after open-source model rivals US leaders
Zhipu AI's market capitalization surpassed HK$1 trillion on Monday after its open-weight GLM-5.2 model emerged as the highest-performing open-source large language model in the world, scoring within a single point of Anthropic's flagship on key coding benchmarks while priced 72 to 82 percent lower.

JD. com boss warns robots will replace 700,000 couriersLiu Qiangdong, the founder of JD .com, has warned that robots wil...
06/23/2026

JD. com boss warns robots will replace 700,000 couriers
Liu Qiangdong, the founder of JD .com, has warned that robots will replace the company's 700,000 delivery workers "sooner or later," according to the Financial Times, as China's largest retailer accelerates its push into autonomous logistics and embodied intelligence.

Japan warns of yen intervention as currency nears 1986 lowThe Japanese yen continued to weaken on Monday, hovering near ...
06/23/2026

Japan warns of yen intervention as currency nears 1986 low
The Japanese yen continued to weaken on Monday, hovering near its lowest level since July 2024 as Finance Minister Satsuki Katayama reiterated that authorities stand ready to act on currency markets "at any time." The USD/JPY pair traded around 161.5 in Tokyo, within striking distance of the July 2024 peak of 161.96 — a breach of which would mark the yen's weakest point since 1986.

"I would avoid discussing the current foreign exchange circumstances, but we will take appropriate measures regarding currency exchange as necessary at any moment," Katayama said during a routine Monday press briefing, according to Reuters.

Tesla offers up to 5x TSMC salaries to poach engineers for chip plantTesla is offering salaries three to five times high...
06/22/2026

Tesla offers up to 5x TSMC salaries to poach engineers for chip plant
Tesla is offering salaries three to five times higher than those at TSMC to lure experienced semiconductor engineers for its ambitious Terafab chip manufacturing project, according to a report from Taiwan's Economic Daily News published on June 21. The recruitment drive targets senior process engineers at TSMC, with average annual compensation starting at approximately 1.62 million yuan, or around $240,000, plus restricted stock units.

Argentina, Austria clash as World Cup knockout race heats upThe 2026 FIFA World Cup group stage has reached its midway p...
06/22/2026

Argentina, Austria clash as World Cup knockout race heats up
The 2026 FIFA World Cup group stage has reached its midway point, with three teams already securing spots in the Round of 32 and three others heading home early. As the tournament's expanded 48-team format enters its most decisive stretch, qualification scenarios across the 12 groups are growing increasingly complex.

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