Marvell's Year Was Won by the Chips That Move Data, Not the Ones That Compute
A 181 per cent return ahead of Broadcom and Nvidia, driven by optical interconnect rather than the custom silicon the co...
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ASEAN edition · Tue, 18 Aug 2026 · Signal over noise
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AI-curated tech news, ASEAN business intelligence, and cybersecurity updates — written for the region.
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GitHub Was Degraded for Three Hours and Build Pipelines Went With It
Archive downloads failed at around 50 per cent during the three-hour incident, which is what broke continuous integratio...
Micron Raised a US$250 Million Fund to See Its Own Demand Three Years Out
A memory manufacturer investing across the AI stack is the smallest version of a pattern that now includes Nvidia's US$5...
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IBM Will Sell OpenAI's Models Through Its Consultants
A company with its own model family is putting a rival's frontier models into the platform its consultants use with clie...
Infleqtion Posted US$12.6 Million in Quantum Revenue, All of It Organic
Revenue up 116 per cent and entirely organic, against IonQ's larger partly-acquired figure. Infleqtion also counts in lo...
SK hynix Approved US$38 Billion of Fabs. The First Cleanroom Opens in 2028.
Memory prices have roughly doubled this year. The capacity that answers them breaks ground in 2027 and produces from lat...
Kioxia's Largest Shareholder Is Now a Vehicle Backed by a Rival
Toshiba sold enough stock to fall into second place behind a Bain vehicle financed by SK hynix. The Korean company holds...
Everyone Is Selling AI to Accounting Firms. This One Is Buying Them.
Thrive Holdings raised US$2 billion at a US$12 billion valuation to acquire accounting and IT firms rather than sell the...
A Quantum Company Reported Real Revenue. Read Which Part Is Quantum Computing.
Revenue up 287 per cent to US$80.1 million, a fifth consecutive record quarter, and a US$1.8 billion foundry purchase by...
AI Security Becomes Its Own Budget Line
Seven of the twelve cybersecurity funding deals announced between mid-July and early August went to companies protecting...
Applied Materials Had a Record Quarter. The Shares Fell Five Per Cent.
Revenue of US$9.12 billion, a beat on earnings, guidance nearly US$700 million above consensus - and the stock fell. Chi...
South Korea Has a New Chip Fund. Samsung and SK Hynix Are Not the Point.
Five trillion won goes to materials, components, equipment and fabless design - the layer under and alongside the champi...
2,000 Robotaxis, Five European Cities. One of Them Exists.
Pony.ai and Uber will put more than 2,000 robotaxis across five European cities. Four are unnamed and none has a date, s...
SMIC Is Running at 93.7 Per Cent. Prices Are Going Up.
Revenue passed US$3 billion for the first time and profit tripled, but the line that matters came from the earnings call...
Foxconn Now Earns More From AI Racks Than From Everything Apple
Cloud and networking hit 51 per cent of second-quarter revenue against 29 for consumer electronics - the first time AI s...
Microsoft Is Switching Off Teams Live Chat. Small Businesses Get Eight Weeks.
The feature launched in March 2025 and dies on 5 October. It was available only on the Business plans, so the migration...
Tesla and SpaceX Committed $16.8bn to a Chip Fab. The Rest Is Description.
Phase one is a real number with a decision behind it. The 100 million square feet, the $119 billion and the terawatt of...
A Rival App Store Is Now Inside Google Play. It Took Three Years of Litigation.
Aptoide Games went live inside Google Play in the United States on 10 August, the first competitor to do so under the Ep...
Sony and TSMC Are Reported to Be Spending ¥1 Trillion on Sensors. The Reason Is Robots.
A reported ¥1 trillion joint venture in Kumamoto, 60% Sony and 40% TSMC, producing next-generation image sensors from 20...
Atlassian Rose a Third on One Quarter. The Number That Matters Is Up 44%.
Atlassian shares rose around a third after fourth-quarter results beat on every line, with cloud revenue accelerating to...
Unitree Priced at 36 Times Revenue. The Number to Watch Is 5,500.
Unitree priced its Shanghai STAR Market listing on 6 August at a valuation of about 61 billion yuan, roughly 36 times it...
Singapore's Grant for First-Time Founders Got 65 Applications Last Year. It Approved 55
An 85 per cent approval rate on 65 applications says the filter is eligibility, not assessment. Two parliamentary replie...
Parliament Asked How Much Temasek Lost on eFishery. The Reply Answered a Different Question
An MP asked whether Temasek invested in eFishery, how much, and whether management would be held accountable. The reply...
Indonesia Halved GoTo's Ride Commission. Its Two Profit Guidance Ranges Simply Swapped
A presidential regulation cut the two-wheeler commission cap from 20 per cent to 8. GoTo kept its group profit guidance...
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