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Google Secures $12.2B Marvell Share Option
Marvell Technology and Google expanded their chip-development partnership. The agreement includes a warrant allowing Google to purchase up to $12.2 billion worth of Marvell shares.
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Ajinomoto Reportedly Cuts China’s ABF Supply
Japanese chemical maker Ajinomoto has reportedly told mainland Chinese customers it will reduce supplies of ABF, a critical chip-packaging film, by 30%. Chinese producers are racing to qualify domestic substitutes following Beijing’s rare-earth export restrictions.
Samsung Raises Advanced Foundry Prices Amid AI Chip Crunch
Samsung Electronics has reportedly raised prices for some new advanced foundry orders by up to 15%. Tight advanced-node capacity, driven by surging AI chip demand and TSMC constraints, is strengthening Samsung’s negotiating position.
NVIDIA Ships 10,000 H200 Chips to Each Chinese Giant
ByteDance and Tencent have reportedly each received 10,000 NVIDIA H200 chips. The deliveries could expand Chinese companies’ access to high-end AI computing despite ongoing U.S. export restrictions.
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Super Micro Clears Senior Leaders in Nvidia Chip Probe
Super Micro Computer completed an independent investigation into its export compliance program. Investigators concluded that senior management had no knowledge of an alleged scheme to divert Nvidia chips.
CXMT Investment Slowdown Hits Korean Chip Suppliers
Korean semiconductor equipment makers Wonik Engineering and PSK reportedly saw their China revenue fall by more than 40% in 2025. The decline is linked to CXMT’s slower investment pace and the acceleration of domestic semiconductor equipment substitution in China.
Samsung Foundry Raises Chip Prices Up to 15%
Samsung Foundry is reportedly raising prices for multiple process nodes as customer orders increase. In July, SF4 4nm wafer prices rose 10%–15% for US and Chinese customers, while Taiwan customers saw increases of about 5%–10%; SF5 5nm prices also increased 10%–15%.
Memory Giants Buy Back Stock Amid a Supercycle
SK hynix, Samsung Electronics, and other memory leaders are using share buybacks and shareholder returns to strengthen market confidence. The article analyzes what these moves indicate about the current stage of the memory industry's potential supercycle.
Aletta Wins FDA Clearance for Automated Blood Draws
The FDA has cleared Aletta, an independent robot that automates venous blood collection in outpatient settings. It uses near-infrared imaging and Doppler ultrasound to locate veins, while trained staff must initiate and supervise the procedure; one operator can monitor up to three robots.
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AI Costs Trail Energy as UK Inflation Risk
KPMG UK Chief Economist Yael Selfin says rising chip and AI model costs are filtering through the UK economy. However, higher household energy costs remain a much larger inflation concern for the Bank of England.