SCA

AMD
2026-07-21 09:36:41

AMD’s Advancing AI event puts MI500 and CPO roadmap in focus

AMD is set to host its Advancing AI event in San Francisco on July 22-23, where the company is expected to share more details on its MI500 GPU series and its scale-up co-packaged optics, or CPO, roadmap. In comments relayed by Serenity, the key issue is whether AMD will explicitly commit to a CPO approach and identify its optical engine supplier. If that happens, Serenity said, the development would be positive for the broader CPO theme because it would show that the push toward optical interconnects is no longer driven by Nvidia alone. Jefferies analyst Blayne Curtis currently expects AMD to work with Astera Labs on UAL and with Broadcom on ESUN, but Serenity said the market still needs to see whether AMD formally shifts to a CPO-based scale-up design. The firm added that supply-chain signals should become clearer only after the event, while Sivers remains tied to the story through indirect links involving GlobalFoundries and Ayar Labs.

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AMD’s Advancing AI event puts MI500 and CPO roadmap in focus
Flap
2026-07-18 08:22:10

Flap founder Cedric buys STOCKCAT (SCAT), a meme token issued in the Robinhood Chain ecosystem

BlockBeats reported on July 18, citing on-chain data, that Flap founder Cedric has bought STOCKCAT (SCAT), a meme token issued by the Flap platform within the Robinhood Chain ecosystem. STOCKCAT is described as a community-driven meme project launched on Robinhood Chain, combining meme stock culture with an on-chain asset narrative. The report did not provide transaction size or pricing details. BlockBeats also warned that meme tokens can be highly volatile, with price action driven largely by market sentiment, community attention and narrative momentum rather than stable fundamentals. As a result, investors are advised to pay close attention to risk when trading or holding such assets.

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Flap founder Cedric buys STOCKCAT (SCAT), a meme token issued in the Robinhood Chain ecosystem
Micron
2026-07-17 05:06:26

Micron signs SCAs with Qualcomm and six other companies to secure automotive memory supply

Micron said on July 17 that it has signed Strategic Customer Agreements, or SCAs, with seven key technology suppliers in the automotive ecosystem: Qualcomm, Visteon, Harman, JOYNEXT, Denso, Astemo and Hyundai Mobis. The company said these are the SCAs referenced during its fiscal 2026 third-quarter earnings call. According to Micron, the agreements are designed to bring more certainty around supply and pricing. That, in turn, is meant to support investment in the technology development, qualification and manufacturing capacity required for future automotive platforms. Micron said the arrangements should help make sure advanced vehicle platforms have the memory and storage needed to deliver richer, safer and smarter experiences.

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Micron signs SCAs with Qualcomm and six other companies to secure automotive memory supply