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Deep & Emerging Tech·July 28, 2026·1 min read

SK Hynix’s Record Profit Misses Investors’ Lofty AI Expectations

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A 557% profit jump still “disappointing” tells you how stretched AI hardware expectations have become — sentiment can turn faster than fundamentals. If you’re planning big memory or GPU buys, use this volatility to your advantage: vendors under pressure to prove AI growth are more flexible on terms than the headline narrative suggests.

Deep & Emerging Tech

GlobalFoundries says the US plans to award it $300M in CHIPS Act funding to bolster R&D of silicon photonics tech to power more efficient AI data centers

$300M of CHIPS Act money into GlobalFoundries silicon photonics—per [Reuters](https://www.reuters.com/world/china/us-award-globalfoundries-300-million-develop-faster-ai-chip-links-2026-07-29/)—is a bet that interconnect, not just GPUs, is the next AI data center choke point. If you’re planning multi-year AI infra, start asking vendors about photonics roadmaps and how they’ll change bandwidth, power, and topology assumptions.