SK Hynix is studying the feasibility of producing memory chips in Japan via a joint venture as one of several options to meet surging AI-driven demand and control production costs, SK Group chairman Chey Tae-won said. The company is evaluating multiple Japanese locations with adequate power and water and declined to name potential partners or sites. SK Group oversees the conglomerate’s major investment allocations across energy, telecoms and semiconductors.

Since late July China’s tungsten market has moved out of the violent 1H volatility into a calmer consolidation. August extended that trend: prices have traded close to cost support and underpinned by long-term contracts, and observed volatility has narrowed materially. Spot volumes are driven by real delivery demand; speculative buying and stockpiling are weak, and market participants are focused on fundamental data. Near term, prices are likely to trade in a range-bound, mildly weak pattern — downside capped by cost floors and a strategic‑resource premium, while upside will require confirmed transactions and evidence of seasonal demand realization. In September, focus will shift to actual consumption and new long‑order pricing; the interplay of supply-side rigidity versus rising imports and the conversion pace of emerging demand will shape further direction.

US tech reporter Gurman said AirPods and cameras in planned home-security devices will not record viewable video; they will instead transmit data to an AI system for analysis of the surrounding environment.