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Sources: component and supplier lists, and photos of iPhone 18 Pro models, are among files a ransomware group stole from Apple's Indian supplier Tata (Reuters)
Waymo and Uber quietly ended their partnership in Phoenix in May; Uber says it is readying the launch of a separate autonomous vehicle partnership in the city (Sean O'Kane/TechCrunch)
As a new law bars DOD from working with companies whose lobbyists also represent blacklisted entities, DC lobbying firms drop companies like Alibaba and Tencent (Bloomberg)
Source: Taiwanese authorities raided Super Micro's Taiwan office as part of a probe into the alleged smuggling of Nvidia chips to China; SMCI closed down 8.1% (Debby Wu/Bloomberg)
Digital Realty says it plans to acquire a majority stake in three fully leased Northern Virginia data centers from Blackstone-managed funds in a $7.8B deal (Jaspreet Singh/Reuters)
Tidal adopts an AI policy that blocks wholly AI-generated music from earning royalties and removes AI-generated music that impersonates artists (Murray Stassen/Music Business Worldwide)
Sources: hundreds of Meta contractors posed as minors to probe how competitor chatbots responded to prompts involving suicide, sex, and other high-risk subjects (Wired)
Google says the Gemini app now offers personalized Nano Banana image generation, previously limited to Plus, Pro, and Ultra users, to eligible US users for free (Lauren Forristal/TechCrunch)
Humanoid robot maker Apptronik raised ~$1B at a ~$5B valuation, including from Mercedes-Benz, which has a handful of Apptronik's Apollo robots in its factories (Joshua Brustein/Bloomberg)
Jefferies: memory prices are expected to rise 40-50% in Q3 2026 and 30-40% in Q4, as Chinese memory makers are unlikely to provide meaningful near-term relief (Hassan Mujtaba/Wccftech)
Shanghai-based Momenta, whose driver-assist tech is used by Toyota, Mercedes, and Audi in China, files for an IPO in Hong Kong, seeking to raise up to $751.1M (Reuters)
DeepSeek details DSpark, a speculative decoding framework for its V4 models, saying it speeds up AI inference by up to 85% and was tested on Gemma and Qwen (Ben Jiang/South China Morning Post)
Soaring memory costs are posing existential threats to small electronics makers, amid thin margins, low supply chain leverage, and little room for price hikes (Kif Leswing/CNBC)
Dealogic: Japan saw 18 IPOs in H1 2026, the lowest since 2011, despite stock market surges, partly due to Japan's lack of AI, data center, and chip startups (David Keohane/Financial Times)
Kuo: the memory supply-demand gap will widen through 2027, with an estimated 15%-20% of 2026 consumer electronics capacity shifting to data centers in 2027 (Ming-Chi Kuo)
South Korea unveils plans for new AI data centers backed by ~$357.5B from SK Group, GS Group, and Naver, targeting 8.4GW initially and 18.4GW by 2035 (Yi Whan-woo/The Korea Times)
The South Korean government, Samsung, and SK hynix plan to invest ~$590B for a new chip complex, including four chipmaking plants and a chip packaging cluster (Song Jung-a/Financial Times)
Australian government says it plans to double the maximum penalty for any social media company breaking its minimum age law and grant more powers to enforcers (Jackson Chen/Engadget)
Sources: Baidu's chip unit Kunlunxin Technology plans a Hong Kong IPO at a $50B target valuation, asking investors to buy chips worth 3-7x their IPO investment (Qianer Liu/The Information)
GPT-5.6 system card indicates Sol is well below the level of most worrisome Mythos use cases, suggesting all GPT-5.6 versions could be released without delay (Zvi Mowshowitz/Don't Worry About the Vase)

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