The Brief: Apple’s new Siri goes public, the AI chip trade cracks, and Brussels sanctions the FSB
July 13: the rebuilt Siri meets the public, SK Hynix has its worst Seoul session, TSMC posts a record June, and the…
Chips
Every prompt/power story on Chips, including “Nvidia Stopped Selling Chips. It Sells Gigawatts Now — at $40 Billion Each.” and “The HBM4 Fight Is Over. The Re…
14 stories
A $1.3 trillion tantrum: chips sell off while Samsung prints the best quarter in its history
Chip stocks lost roughly $1.3 trillion in five sessions while Samsung posted a record quarter. The market is pricing policy and payback,…
The Brief: two frontier models in 24 hours, a $1.3 trillion chip rout, and Apple loses in Luxembourg
GPT-5.6 ships in three tiers, Grok 4.5 claims Opus class without a system card, and a $1.3 trillion chip selloff argues with…
The AI memory supercycle comes for the $200 phone
Memory is now up to 64 percent of the build cost of the cheapest phones, and Omdia sees sub-$400 shipments falling 22…
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