LY and Bain Raise Kakaku Bid to $4.1 Billion, Pressuring EQT
The bidding war for Kakaku.com, the Japanese price-comparison operator, escalated Wednesday night when LY Corp and Bain Capital increased their offer to 3,384 yen per share, valuing the company at…
Foldable Phone Displays Set for Rebound in 2026, Led by Apple and Samsung
The market for foldable smartphone displays, after a year of adjustment, is expected to return to growth in 2026, with shipments reaching about 27.5 million panels, an increase of 24%…
Nvidia Bets on Revenue Sharing to Fund the Next Wave of AI Factories
The announcement, made on July 1, describes a partnership model that Nvidia has never used at scale: instead of simply selling chips, the company will help AI cloud providers build…
OpenAI Proposes Giving the U.S. Government a 5% Stake
The idea, floated in preliminary discussions between OpenAI and the Trump administration, is unlike anything the technology industry has proposed in Washington: hand the government a roughly 5% stake in…
Near-Eye Display Market Set to Recover in 2026 as AR Glasses Take Off
After a year that pushed the market to its lowest point in recent memory, the makers of the tiny displays that sit inside virtual and augmented reality headsets are expecting…
Micron Chief Takes Aim at Bargain-Hunting Memory Buyers
The complaint, delivered in the careful language of a CEO who knows every word will be parsed, was aimed at an unnamed customer, and no one in the industry had…
SoftBank Plans U.S. AI Cloud Push With 10 Gigawatts of Data Centers
The plan, according to people familiar with it, has been in preparation for months, and it is audacious even by SoftBank standards: build an American cloud business from scratch, rent…
U.S. Nears Voluntary Safety Standards for Frontier AI Models
The officials and the executives had been meeting for weeks in Washington, and by Thursday an outline had finally taken shape: the government would not impose binding rules, and the…
Amazon Builds Custom Chips for Echo and Fire TV as AI Moves Into the Device
The device that sits on millions of kitchen counters is about to get a new brain. Amazon’s top hardware executive said this week that the company is focused on building…
ASML Lifts Revenue Outlook as AI Chipmakers Race for EUV Machines
The executives gathered in Veldhoven on Thursday to deliver news that the company’s own order book had already signaled for months: demand for the world’s most advanced chip-making machines is…
