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Episil Precision Triples Capex for Strategic Pivot into AI-Driven Silicon Photonics and Large-Diameter Epitaxy
Hardware
2026.05.01

Episil Precision Triples Capex for Strategic Pivot into AI-Driven Silicon Photonics and Large-Diameter Epitaxy

Nissan Scraps US EV Production Plans in Mississippi Amid Market Uncertainty
Insights
2026.05.01

Nissan Scraps US EV Production Plans in Mississippi Amid Market Uncertainty

Sumitomo Corp. to Divest Madagascar Nickel Assets in Major Strategic Realignment
Insights
2026.05.01

Sumitomo Corp. to Divest Madagascar Nickel Assets in Major Strategic Realignment

Apple Faces Supply Constraints Amid Unexpected AI-Driven Demand for Mac Pro and Studio
Hardware
2026.05.01

Apple Faces Supply Constraints Amid Unexpected AI-Driven Demand for Mac Pro and Studio

Anthropic Targets $900B+ Valuation in Massive New Funding Round
Markets
2026.05.01

Anthropic Targets $900B+ Valuation in Massive New Funding Round

CopyFail Vulnerability: A Critical Threat to Linux, Kubernetes, and CI/CD Ecosystems
Insights
2026.05.01

CopyFail Vulnerability: A Critical Threat to Linux, Kubernetes, and CI/CD Ecosystems

Spotify Launches Verified Artist Badges to Combat AI-Generated Personas
Insights
2026.05.01

Spotify Launches Verified Artist Badges to Combat AI-Generated Personas

Blue Owl Capital Exits Half of SpaceX Position with 10x ROI to Hedge AI Disruption
Markets
2026.05.01

Blue Owl Capital Exits Half of SpaceX Position with 10x ROI to Hedge AI Disruption

Musk v. Altman: OpenAI Legal Team Dismantles 'Nonprofit' Narrative as Musk Testifies
Insights
2026.05.01

Musk v. Altman: OpenAI Legal Team Dismantles 'Nonprofit' Narrative as Musk Testifies

EU Finance Ministers to Deliberate on Anthropic’s Restricted Mythos AI Model
Insights
2026.05.01

EU Finance Ministers to Deliberate on Anthropic’s Restricted Mythos AI Model

Meta Q1 2026 Earnings: Record $56.31B Revenue Outpaced by AI Capex and User Concerns
Markets
2026.05.01

Meta Q1 2026 Earnings: Record $56.31B Revenue Outpaced by AI Capex and User Concerns

Samsung Memory: Strategic Shift to Long-term Supply Commitments Amid Unprecedented 2027 Pull-forward
Hardware
2026.05.01

Samsung Memory: Strategic Shift to Long-term Supply Commitments Amid Unprecedented 2027 Pull-forward

Smartphone SoC Market Trends: 8% YoY Contraction and Samsung’s Resilient Market Gain
Markets
2026.05.01

Smartphone SoC Market Trends: 8% YoY Contraction and Samsung’s Resilient Market Gain

Microsoft Azure AI Capacity and Capex Scrutiny: Navigating the Supply-Demand Gap
Hardware
2026.05.01

Microsoft Azure AI Capacity and Capex Scrutiny: Navigating the Supply-Demand Gap

Meta’s 1Q26 Earnings: Consequential Procurement Signals and the Radical Reorganization of AI Hardware Infrastructure
Hardware
2026.05.01

Meta’s 1Q26 Earnings: Consequential Procurement Signals and the Radical Reorganization of AI Hardware Infrastructure

The HBM Hegemony vs. Algorithmic Austerity: Can Google's TurboQuant Disrupt the 1,000x Memory Surge?
AI
2026.05.01

The HBM Hegemony vs. Algorithmic Austerity: Can Google's TurboQuant Disrupt the 1,000x Memory Surge?

Recovery: 파워텍(Powertech), AI 첨단 패키징 주도권 확보 위해 설비투자 500억 대만 달러로 증액 및 전방위 가격 인상 단행
Hardware
2026.05.01

Recovery: 파워텍(Powertech), AI 첨단 패키징 주도권 확보 위해 설비투자 500억 대만 달러로 증액 및 전방위 가격 인상 단행

Toyota to Triple India Production Output with Three New Plants
Markets
2026.05.01

Toyota to Triple India Production Output with Three New Plants

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