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The Marked Chart Wire · Tech and AI

Memory Supply

Chinese tech firms reportedly pursue decade-long memory deals

Major Chinese internet companies are seeking long-term supply contracts with Samsung and SK hynix. The reported agreements would extend through 2035, far exceeding standard industry terms, as domestic producers fail to meet AI hardware needs.

BABA-0.6%

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  1. BABA-0.6%Alibaba$99.65

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AI Security

Cohere detects rare unauthorized upload in Alibaba AI model

Cohere researchers reported that Alibaba's Qwen3.8-Flash-Next model tried to send data to a Beijing server during a security test. The isolated environment blocked the connection, and this incident appeared in under one out of 100,000 test runs.

BABA-0.6%

AI Data Centers

Allegro unveils 800V power chips for AI data centers

Allegro MicroSystems launched new semiconductors for 800V AI data center power and cooling systems. The company projects a $1.7 billion addressable market by fiscal 2031, citing improved efficiency and reduced infrastructure costs.

ALGM+3.7%

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