1. SK Hynix's DRAM market share declines.
2. AI security concerns intensify, with the three major AI giants calling for a slowdown in the development of cutting-edge models.
3. BOE Technology Group Co., Ltd. (BOE A): TV panel prices are expected to stabilize in September 2026, while IT panel prices will remain stable.
4. Samsung and SK Hynix reject KD's 25 trillion won prepaid plan.
5. Affected by rising memory prices, Samsung is reportedly planning to raise the prices of all Galaxy S26 models in South Korea next month.
6. Sugon Information Industry Co., Ltd. releases its scaleFabric Token acceleration technology system.
7. Google Cloud: AI server investment can be recovered in two years; the payback period for its self-developed chips is only half that of GPUs.
8. Yangtze Optical Fibre and Cable Co., Ltd. (YOFC) achieves a new record for the lowest transmission loss globally, with anti-resonant hollow-core optical fiber attenuation reduced to 0.032dB/km.
9. Entropy Spin Core Technology Co., Ltd. (Entropy Spin Core): MRAM in-memory computing chip can reduce the cost of AI inference tokens by approximately 10 times.
10. The semiconductor industry urgently needs to embrace new materials, and Applied Materials is seeking breakthroughs by leveraging AI.
