Just some TLDR news:
- $CXMT IPO tomorrow if you like Chinese memory.
- Samsung Electronics reportedly struggling to secure large FC-BGA substrates. Ibiden (4062) reportedly requested LTA guarantees, Samsung Electro-Mechanics sought prepayments.
- Samsung + $AVGO sign memory + foundry AI framework through 2030, expected to exceed $200b
- $SOI expects FY2027 silicon photonics revenue to double compared to the previous year, surpassing Morgan Stanley's 60% growth projection. Photonics thesis go brrr.
- SK Group + $NVDA sign $500B+ partnership to build out AI DCs and HBM4 memory.
- SKC Absolics glass core delay to 2027 from reports. Targeting final reliability testing EOY, mass production next year. So if you're curious, this does push back some ramps from $LPK and others (hence drop on ER).
- $QCOM price hikes by double digits for smartphone processors, due to upstream supplier hike pricing.
- $META expected to issue $12B in project-level/SPV financing for El Paso, Texas AI DC expansion
- Naver announced a $10 billion investment from $NVDA and Brookfield to construct a 1GW-scale AI Factory. Near term plan is 200MW by 2028. (Nvidia $1B investment, Brookfield nonbinding $9B)
- 64GB DDR5 server modules rises 146% versus end-June contract pricing
- $INTC brought forward 14A process mass production by a year, risk production H2 2027 and volume production in 2028, vs. 2029 HVM expectations.
- Samsung Electro-Mechanics wins $200m MLCC order (existing bottleneck).
- $AMD (the Bandana bottleneck), announces Helios is in full production with shipments Q3 2026. Including an up to 2GW MI455X GPU deployment with Anthropic and a 6GW infrastructure rollout with OpenAI. Gave new >50% CAGR TAM to $220B by 2030 from $26b in 2025 for CPU market.
Rolls out optical interconnects for Mi500 in 2027. From channel checks, AMD is heading down to the CPO route (seems likely to use Ayar).
- $ORCL wins $7B Department of War enterprise software contract
- JX metal doubles semi target capacity at its KR subsidary with a 4B yen investment, with operations to begin H2 2027, amid surging demand from major customers Samsung Electronics and SK Hynix
- Tungsten hexafluoride spot prices surged 2.1-2.5x Y/Y following Japan's Kanto Denka and Chuo Gas announcing permanent production halts. Fluorinated liquid supply faces a vacuum as 3M plans to exit PFAS production.
- From the four optical chipmaker earnings, Yuanjie/Eoptolink/TFC Optical/Dongshan Precision: no major order cuts, 1.6T shipments expected to accelerate into 2027. Optical chip suppliers expected to capture outsized margins from shortages.
- Unitree Robotics Targets 30,000 Humanoid Robot Production Capacity by 2026. Read through on humanoid TAM scaling like $CCXI and others.
- Energy storage lithium batteries orders increase first half orders by 2,900% apparently in China. Not as familiar with EVE Energy and other battery makers.
75·ALong
t
twitter7/26meme
reply 4️⃣ On the Radar for Next Week
• July 27: 21-Day Daily Check-In Challenge Launch (260 USDT Pool)
• July 31: Weekly Crypto Trivia Week 2 (The IQ Pattern Test)
5·CNeutral
n
news7/26news
The worst type of FUD comes in the worst of situations. In the six years Akash has been liquid, I can't count the number of times this happened. Same story, different actors.
Reality is we’re in a crypto bear market. US is at war. There is global trade crisis. Markets are down. Crypto has a worse sentiment. Liquidity is terrible.
Markets will recover, when that happens those who stay will be rewarded.
The most important thing is to keep your heads down and keep building. We’re seeing amazing growth with products built on Akash like AkashML that’s starting to demand more from the protocol. It’s very critical we have more such apps that will drive demand for compute on Akash.
Open source will win. Open weights will win. I gave my life for this mission. I'm hell bent on making sure Akash wins unless I am dead or incapacitated.
65·B+Long
n
news7/26news
The worst type of FUD comes in the worst of situations. In the six years Akash has been liquid, I can't count the number of times this happened. Same story, different actors.
Reality is we’re in a crypto bear market. US is at war. There is global trade crisis. Markets are down. Crypto has a worse sentiment. Liquidity is terrible.
Markets will recover, when that happens those who stay will be rewarded.
The most important thing is to keep your heads down and keep building. We’re seeing amazing growth with products built on Akash like AkashML that’s starting to demand more from the protocol. It’s very critical we have more such apps that will drive demand for compute on Akash.
Open source will win. Open weights will win. I gave my life for this mission. I'm hell bent on making sure Akash wins unless I am dead or decapitated.