APAC Wrap: 1 July 2026

Jul 01, 2026

∙ Paid

Anthropic announced the return of Fable and Mythos today. See their blog for more detail on what steps were required to get USG approval.

Anthropic@AnthropicAI

Claude Fable 5 will be available again globally tomorrow. After a series of productive conversations with the US government, we're redeploying the model with a new set of classifiers to target and block more cybersecurity tasks. In the near term, some routine tasks like coding

3:42 AM · Jul 1, 2026 · 548K Views

813 Replies · 1.55K Reposts · 8.64K Likes

Memory weakness?

Citrini@citrini

Regardless of whether this prediction comes true in the specifics, it’s almost certain that it comes true in the broad sense. DRAM prices are not going to keep going up the way they have without a significant incentive to use it more efficiently. You need to be an extremely firm

Andrew Curran @AndrewCurran_

I'm posting this prediction now so I can quote it later. There has been a significant breakthrough in architecture - specifically around memory efficiency - not by one of the big labs, but by a team that was spun out of OpenAI (not SSI). They will probably announce it soon.

3:27 AM · Jul 1, 2026 · 17.2K Views

10 Replies · 6 Reposts · 103 Likes

This is thought to be a reference to Jerry Tworek at Core Automation.

FUNDA@FundaAI

I guess what you mean is something like DeepSeek V4’s KV cache compression and NAND-based storage. No one was talking about it during the last round of DeepSeek breakthroughs, because DeepSeek had only just reached Claude 4.5’s level. But the technical breakthrough is obvious. If

Andrew Curran @AndrewCurran_

9:23 AM · Jul 1, 2026 · 8.31K Views

3 Replies · 1 Repost · 33 Likes

Memory: Customary cooling announcement weighs on the legacy memory names, including Macronix.

Digitimes:

GigaDevice Technology Group Co. said in a risk alert filing on June 30, 2026, that the memory chip industry has historically shown clear cyclical volatility. It added that current product prices are already at historically high levels, and that the trend of continued steep increases is unlikely to last. As supply and demand move back toward balance, major product prices could fall sharply, weighing on its storage business margins and overall profitability.

China Times.

Memory: NAND overweight at the new SA / TEMA DISK ETF (PR)

MLCC: Yageo price increases

Jukan @ICML@jukan05

• Taiwan’s leading passive components company, Yageo, has implemented price increases across its full capacitor solutions portfolio, including MLCCs, aluminum, tantalum, polymer, film, and supercapacitors. This marks one of the broadest price hikes the company has carried out in

11:19 PM · Jun 30, 2026 · 21.6K Views

9 Replies · 12 Reposts · 75 Likes

To add to Jukan’s tweet: the price increase will extend beyond distributors to include direct sales customers such as ODMs and EMS, which is expected to significantly boost future revenue and profits (Source)

Nittobo (Nikkei Asia)

Sumco +17%

Think we can attribute strength in silicon wafer names to a sell-side note today…

Collyer Bridge