NVIDIA GPU prices will rise another 20% to 30%.

Samsung confirmed that the HBM5 will use a 2nm GAA process, more than 50% faster than the HBM4E.

NVIDIA signed a $50 billion lease agreement to build a data center in Texas that will use its chips.

Apple CEO Tim Cook lobbied Trump to use Chinese chips, but Micron strongly opposed. US media

Cadence announced that its AI-driven digital and custom reference processes, tools, and solutions have been certified to INTEL’s 18A-P and 14A processes.

Microsoft unveils its first dedicated AI model for cybersecurity.

A 7.1-magnitude earthquake hits Kumamoto, Japan; TSMC factory has evacuated employees.

NVIDIA invested in AI lab, Safe Superintelligence, to provide GPUs to replace Google’s TPUs.

Samsung Electro-Mechanics: Starting August 1st, 2026, the price of MLCC will increase by 30%.

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