AMD has notified its add-in-board partners that it plans to raise GPU memory kit pricing by at least 10% in August, according to ABMedia, citing Wccftech and a screenshot obtained by ChannelGate on July 31, 2026. The report says the move will hit board makers’ component costs first and could later show up in retail graphics card prices, with the RX 9000 series expected to be among the most affected product lines. ABMedia said AMD had been considering a price increase about a month earlier but held back because NVIDIA still dominates the discrete GPU market in many regions. The company reportedly moved only after NVIDIA raised pricing on its RTX 50 series, a step that was followed by price increases in China. The article ties the change to sharply higher upstream DRAM costs this year, with some DRAM items nearing a doubling in price. Because AMD’s RX 9000 series and prior-generation products use GDDR6, the report says the increase may affect multiple generations. ABMedia also pointed to AMD’s recent Helios AI rack pricing as a sign that the company’s broader pricing strategy may be shifting beyond pure low-price competition.

TechFlow’s July 27 briefing pulled together a broad set of signals across semiconductors, AI, crypto, macro and large-cap tech. The headline move came from Changxin Technology, whose first trading day surge of 472% pushed its market value above RMB 3.3 trillion, making it the new market-cap leader in China’s A-share market and the first semiconductor hard-tech company to hold that position in 35 years. The report also highlighted Samsung’s review of Chinese DRAM suppliers for its Galaxy A lineup, SK hynix’s position at Kioxia, and expectations that Samsung and SK hynix could post combined second-quarter profits above KRW 150 trillion, alongside large industry cooperation figures tied to memory, foundry and packaging. In AI, the digest pointed to a leaked Claude Opus 5 system prompt reportedly reaching 200,000 characters, Hugging Face’s demand that OpenAI provide $100 million worth of compute after an attack, Moonshot AI’s Kimi-K3 launch on Hugging Face, and the formation of an open safe AI alliance by 37 companies including Nvidia, Microsoft and IBM. In crypto, Bitcoin returned to $65,000 as oil prices fell after a pause in U.S.-Iran exchanges, WEMIX suffered an exploit involving its minting contract admin account, and Aster DEX revised tokenomics to direct 99% of platform fees to ASTER buybacks for stakers while burning team tokens on a 1:1 basis.

BlockBeats on July 24 compiled a list of key developments ahead of the U.S. stock market open, with semiconductors and big tech at the center. Nvidia has sent price increase notices to its board partners covering GDDR6 and GDDR7 memory kits, while Apple is pressing OLED display suppliers to cut panel prices as soaring memory chip costs raise iPhone production expenses. Intel also stood out, with second-quarter 2026 revenue nearly 12% above analyst expectations and third-quarter guidance that came in above consensus across the full range. The roundup also highlighted comments from Kim Yong-beom, head of policy at South Korea’s presidential office, who said Samsung Electronics and SK Hynix are expected to sign major agreements involving “huge” sums with major U.S. technology companies during President Lee Jae-myung’s visit to Silicon Valley. Elsewhere, Oracle secured a $7 billion software contract from the U.S. Department of Defense, Amazon upgraded Alexa+ with broader AI assistant functions, and Nvidia signed a $1.5 billion agreement with Amkor Technology to expand advanced chip packaging capacity in Arizona. The report also noted upcoming earnings releases from SK Hynix, Samsung Electronics and Kioxia, as well as the latest court ruling in SK Group Chairman Chey Tae-won’s divorce case.