Mitsubishi Electric, Sony to form AI vision sensor venture for factory automation By Investing.com

Tamron confirmed it received a non-binding acquisition proposal from Sony, after a media report valued a potential deal at about 200 billion yen ($1.3 billion). Tamron said the offer is under review and a special committee will evaluate it and other options. No disclosure is required yet, with updates if material developments occur.

Amazon, in its Q2 2026 results, said it raised planned AI spending to $220 billion for 2026, up from a February estimate by $20 billion. The company attributed the increase to higher memory chip costs and said it may still lack enough AI capacity to meet demand. The article also cites broader AI capex growth since 2022.

SK Hynix said it will invest 54 trillion won (about $38 billion) to build two new DRAM and NAND fabs, Y2 in Yongin and M17 in Cheongju, as part of a broader 700 trillion won plan. Construction for Y2 starts July 2027, with a first cleanroom by June 2029. M17 construction begins Feb 2027, first cleanroom Dec 2028. The company cited strong HBM and NAND demand.

Reuters reports Alibaba will require major users of its upcoming open-source Qwen 3.8-Max AI model to negotiate commercial licenses and share revenue from products built with the model. The revenue share rate is not yet set, and the measure may be introduced next week. The plan follows Moonshot’s Kimi K3 licensing, which can require paid deals and up to 30% revenue sharing.

TSMC said 3nm output is set to reach 180,000 wafer starts per month in early Q4 2026, 2-3 months ahead of schedule, citing Wedbush analyst Matt Bryson and TrendForce. Its 1.4nm (A14) Taichung fab is also ahead of plan. The article links the acceleration to AI demand and notes June 2026 revenue of NT$442.68B (~$13.7B).

Bloomberg and CNBC report Meta is creating a dedicated cloud business to sell enterprise access to its AI compute and hosted AI models, positioning it against AWS, Microsoft Azure, and Google Cloud. CNBC says Meta is deciding whether to offer raw capacity or AI models first. Meta raised 2026 capex guidance to $145B and issued $25B in bonds to fund buildout.