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Anthropic is also developing its own AI chips! Has sought supply from SK Hynix.

Anthropic is also developing its own AI chips! Has sought supply from SK Hynix.

``` Anthropic has submitted supply requests to SK Hynix for manufacturing its self-developed semiconductors. SK Group Chairman Chey Tae-won revealed this news while sharing the stage with Anthropic CEO Dario Amodei at an AI event in San Francisco, stating that the AI developer’s ambitions in chip development are "remarkable.

Three major "reflexivity" shadows hang over the market.

Three major "reflexivity" shadows hang over the market.

The global market is currently facing three mutually reinforcing reflexive cycles: oil price politics, mega-scale cloud vendor capital expenditure, and AI debt risk. Goldman Sachs warns that the negative feedback mechanism formed by the combination of these three factors places the current market on a fragile and dangerous balance. This

$100 oil prices, AI backlash, tariffs resumed--a "difficult summer" for stock market bulls

$100 oil prices, AI backlash, tariffs resumed--a "difficult summer" for stock market bulls

``` Global stock markets are facing a severe stress test in this midsummer: soaring crude oil prices, rapidly expanding AI capital spending, and renewed tariff policies are simultaneously impacting the core pillars supporting the current bull market. Affected by severe shipping disruptions in the Middle East and Red Sea regions, Brent

"Big volatility next week"? The market is on high alert.

"Big volatility next week"? The market is on high alert.

``` The market ended this week amid turmoil, but the real test has yet to come. Oil prices surged nearly 10%, tech stocks faced mass institutional sell-offs, and US Treasury yields reached a new high for the year — pressure from three fronts remains unresolved. Next week, the busiest week of this

Intel collaborates with Lens Technology to explore packaging solutions based on glass substrates.

Intel collaborates with Lens Technology to explore packaging solutions based on glass substrates.

``` Intel and Lens Technology announced a strategic partnership on Friday, with both parties set to jointly explore and drive new technological advancements in the field of advanced semiconductor packaging. Through this collaboration, the two companies plan to explore packaging solutions based on glass substrates, accelerating related technology research and development

Musk's "darkest week": Tesla plunged 18%, marking its biggest weekly drop since 2022; SpaceX fell another 7% ahead of Starship test flight.

Musk's "darkest week": Tesla plunged 18%, marking its biggest weekly drop since 2022; SpaceX fell another 7% ahead of Starship test flight.

``` This week has been a tough one for Elon Musk. Tesla’s stock price plunged 18% this week, closing at $313.03 on Friday, marking its worst single-week drop since 2022. Meanwhile, SpaceX’s stock continued its downward trend, dropping a total of 7.2% over the past five trading

Morgan Stanley: If SpaceX falls to $100, it means its AI business is valued at zero.

Morgan Stanley: If SpaceX falls to $100, it means its AI business is valued at zero.

``` Morgan Stanley analysts said that SpaceX’s stock price has dropped recently to a level that suggests investors are giving almost no value to its artificial intelligence business. After completing a record $86 billion IPO in mid-June, SpaceX’s stock has faced a turbulent trading performance. In the first three