@pdotcv I have done a tour of duty at all of BigTech: engineers & designers have more autonomy here to execute than any place on Earth. In fact, the environment is the opposite of what you’re suggesting: the people most successful here are the ones most comfortable debating decisions.

4️⃣A US judge ruled against the government's proposals to break up Google, including a forced sale of its Chrome browser, in the biggest antitrust case in three decades. 📖: https://t.co/LocksuLaha #Google# #BigTech# https://t.co/s2XJKX2rOV

▶ SK Hynix flooded with unprecedented offers from Big Tech to secure chip supplies - SK Hynix is reportedly receiving aggressive proposals from global Big Tech firms to fund new production line investments and the purchase of expensive semiconductor manufacturing equipment. - These offers are highly unusual in the global memory industry, coming as demand for memory chips — essential for AI data centers, smartphones, and PCs — has surged beyond what chipmakers can supply. - According to multiple sources, SK Hynix's customers have proposed directly investing in dedicated memory production lines. - Other proposals involve customers funding the purchase of ASML's EUV (extreme ultraviolet) lithography equipment. EUV tools, which etch circuit patterns onto silicon wafers, cost several hundred million dollars per unit. - However, with ample cash on hand, SK Hynix is taking a cautious stance toward accepting customer financing. - The concern is that such arrangements could lock the company into specific customers and potentially require it to supply memory at lower prices in exchange for guaranteed long-term supply. - An SK Hynix official said, "Regardless of the form of the proposal, our currently available production capacity is essentially 'zero,'" adding that "we don't even have small volumes that could be allocated to specific customers." - The official also noted that investment proposals have been made targeting the Phase 1 production line of the large-scale fab currently under construction at the Yongin cluster. - This pattern departs from the memory industry's traditional boom-bust cycle, with the industry increasingly viewing the current AI-driven demand growth as long-term structural growth rather than a short-term cycle. - The development underscores the intensifying competition to secure memory chips amid the AI boom.

Vivek Ramaswamy, who ran for the 2024 GOP presidential nomination, will win the Republican primary for governor in Ohio, CNN projects. The biotech entrepreneur will face Democratic candidate Amy Acton, the former director of the Ohio Department of Health, who ran unopposed in the primary. Follow live updates: https://t.co/OXQGwIuzad