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Big tech, chips, software, cloud, AI platforms, devices, and the companies shaping the digital economy.

Chamath Palihapitiya links Meta’s hiring and messaging challenge to a broader “space/search/AI” talent grab, Yahoo reports
The Apex Times

THE APEX TIMES

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Samsung Electronics’ reported plan to raise advanced chipmaking prices outlines tightening supply for AI accelerators, with Apple cited among demand drivers
The Apex Times

THE APEX TIMES

Business / The Apex Times

Samsung Electronics’ reported plan to raise advanced chipmaking prices outlines tightening supply for AI accelerators, with Apple cited among demand drivers

A Reuters report carried by Yahoo Finance says Samsung is considering higher pricing for some advanced foundry services as AI-chip demand intensifies, following similar moves by TSMC. The changes would directly affect device makers competing on performance and scheduling.

Aug 19, 7:25 AM EDT
Micron’s discounted valuation raises questions after it clears $1 trillion, and investors are watching for a rerating catalyst
The Apex Times

THE APEX TIMES

Business / The Apex Times

Micron’s discounted valuation raises questions after it clears $1 trillion, and investors are watching for a rerating catalyst

A widely watched U.S. memory chip maker is trading at roughly seven times next year’s earnings estimate, even after topping a $1 trillion market-cap milestone. A new market analysis argues that the multiple looks far lower than Nvidia’s, but that a specific set of developments could change how investors price the company’s outlook.

Aug 19, 6:24 AM EDT