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8:01 Krypton丨SK Hynix CEO says the largest storage shortage in history will come next year; Apple sues OpenAI for stealing trade secrets‌; Cyrus expects a net loss of 1.5 billion to 1.8 billion yuan in the first half of the year

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Source: 36氪
Today's hot topics guide A piece of turf in the World Cup finals sold for 3,050 yuan, and sold out quickly after being put on the shelves Sinopec completed the restructuring of China Aviation Oil Juli Rigging was fined 4.5 million yuan for misleading statements SK Hynix is considering a "memory as a service" model, or allows customers to rent rather than buy chips Musk reportedly asked Tesla employees to switch to using Grok TOP 3 big news SK Hynix CEO: 2027 will be the tightest supply year in the history of the storage industry On the evening of Friday (July 10) Eastern Time, SK Hynix CEO Kwak Noh-jung predicted that 2027 will be the tightest supply year in the history of the storage industry. "Customers are now coming to SK hynix for long-term supply agreements. Demand continues to grow, but our production capacity is limited. Although we are doing our best to expand production capacity, customer demand may still be higher than the company's supply capacity even after 2030," he said. He also said that the United States is on the shortlist for wafer fab locations, but no decision has been made yet. The company will give priority to locations with favorable conditions in terms of cost, land, water, electricity and skilled workers. The United States, Japan and Southeast Asia are all under consideration. (Sina Technology, Securities Times) Apple sued OpenAI for stealing trade secrets in a blockbuster lawsuit, and OpenAI responded. Apple sued OpenAI for stealing trade secrets, accusing the company of stealing information about Apple's unreleased products through coordinated actions. Apple said OpenAI encouraged its employees to share information, parts, drawings and other materials about unreleased products to develop its entire range of hardware products. Apple requires OpenAI to stop related activities, destroy all Apple proprietary information, and redesign its products to be released to ensure that they do not contain any Apple technology. In response, OpenAI responded that it was not interested in the trade secrets of other companies, and OpenAI was still focused on creating innovative technologies. (Financial Associated Press) Cyrus: Estimated net loss in the first half of the year is 1.5 billion to 1.8 billion yuan. 36 Krypton learned that Cyrus announced that it expected a net profit loss of 15 billion yuan attributable to the parent company in the first half of 2026.