The In-N-Out Burger employee killed during Saturday’s mass shooting in Twin Falls, Idaho, was identified as 23-year-old Ashley Garibay. She was among three people killed when a gunman opened fire at the newly opened restaurant. #AshleyGaribay# #InNOut# #IdahoShooting# #TwinFalls# #Devastating#

BREAKING: Samsung to supply camera modules for Tesla Cybercab. • Samsung Electro-Mechanics and LG Innotek reportedly secured all camera-module orders • Samsung began mass production in July • LG is expected to begin production by year-end • Initial order covers 20,000–30,000 Cybercabs • 8 cameras per vehicles 160,000–240,000 modules

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Glass substrates are arriving sooner than planned. NVIDIA is pressing its substrate makers to speed up development, which could bring adoption to before 2028. BOE has 24 layer substrates over 100 by 100 mm already validated in house and being tested with real server CPUs and GPUs, with a mass production investment decision by 1H27. Samsung Electro Mechanics and LG Innotek are targeting 2027 to 2028. Glass replaces the conventional core inside the package with a much flatter and more stable material, so AI chips can be packed denser and run cooler. Packaging is turning into the next capex fight after CoWoS. -TrendForce

$AAPL - CITI: IPHONE 18 ULTRA COULD TOP $2,000 Apple’s iPhone 18 lineup is expected to launch September 9, led by its first foldable model, the iPhone Ultra, priced above $2,000. Pro models could rise by around $200. Key upgrades include A20 2nm chips, Apple modems and improved cameras. Citi forecasts 61.8M iPhone 18 shipments in H2 2026 and 246M total iPhones this year. Key suppliers include Foxconn, TSMC, Samsung Display and LG Innotek.

South Korean semiconductor shares tumbled on Tuesday, extending a rout in chipmakers after another weak session on Wall Street. SK Hynix plunged more than 10%, while Samsung Electronics fell over 8%. Other AI-linked names also came under heavy selling, with Samsung SDI dropping over 7%, LG Innotek sliding nearly 14%, Seoul Semiconductor falling about 6% and LG Chem losing more than 4%. Click here to read more: