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  1. SK Hynix ramps up SOCAMM2 PCB orders amid shortages and rising prices — DigiTimes Asia
  2. Marvell to acquire Lumentum in $115 billion all-stock AI data-centre deal — DigiTimes Asia
  3. NVIDIA Details Kubernetes Setup for Vera Rubin GPU Support — NVIDIA Technical Blog
  4. NVIDIA Introduces Workload Map to Speed Adoption of New AI Frameworks — NVIDIA Technical Blog
  5. DeepSeek-V4.1-Flash sees wave of compressed releases from NVIDIA, ISTA and Unsloth — r/LocalLLaMA
  6. Nvidia orders data centre clients to reduce China exposure — Financial Times AI
  7. Huawei's Ascend 960DT to rely largely on Samsung and SK Hynix HBM, sources say — Techmeme
  8. Samsung's Jun urges humility, customer trust as AI demand drives record semiconductor profits — DigiTimes Asia

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