Tech Decode tracks the latest AI trends and news, researches AI companies and the chips behind them from primary sources, and builds real AI-powered tools — analysis you can read, software you can use.https://menewsoft.com/enhttps://menewsoft.com/blog/us-iran-war-market-impact-2026/https://menewsoft.com/blog/us-iran-war-market-impact-2026/War in February, ceasefire in June, collapse on July 8. Hormuz transits fell from 130 ships a day to 9, oil jumped 10% in a day, and Korea's KOSPI hit a circuit breaker. A map of how the five-month US–Iran war charges its costs to the world economy — and the indicators to watch from here.Mon, 27 Jul 2026 17:00:00 GMThttps://menewsoft.com/blog/polarisoffice-profitable-ai-2026/https://menewsoft.com/blog/polarisoffice-profitable-ai-2026/Among loss-riddled AI small caps sits a company earning 9.1 billion won in operating profit and 13.5 billion in net income, trading at a 141 billion won market cap. Except the body behind the profit isn't AI. Dissecting the accounting of Polaris Office — Korea's first office-AI signboard on a body of industrial affiliates.Mon, 27 Jul 2026 15:00:00 GMThttps://menewsoft.com/blog/konan-sovereign-ai-fallout-2026/https://menewsoft.com/blog/konan-sovereign-ai-fallout-2026/The moment it was cut from Korea's 'sovereign AI foundation model' final five, the stock lost 31% in sixteen trading days. The rights offering shrank 39% below plan, and second-largest shareholder SKT sat it out. Dissecting Konan Technology — record revenue coexisting with a fourth straight year of losses — and what remains for the losers of the sovereign AI theme.Mon, 27 Jul 2026 14:00:00 GMThttps://menewsoft.com/blog/openedge-ondevice-ai-ip-2026/https://menewsoft.com/blog/openedge-ondevice-ai-ip-2026/A company that sells chip blueprints instead of chips just landed Korea's first LPDDR6 interface IP license deal. Yet the stock sits pinned to its 52-week low. Testing whether the semiconductor IP model works in Korea, against OpenEdges' own numbers.Mon, 27 Jul 2026 12:00:00 GMThttps://menewsoft.com/blog/vuno-deepcars-fda-reset-2026/https://menewsoft.com/blog/vuno-deepcars-fda-reset-2026/A medical AI company with real hospital revenue slipped at the FDA's doorstep, and the stock lost over 60% in three months. What DeepCARS actually is, what an NSE letter means, and the three checkpoints that will decide whether this drawdown was an overreaction.Mon, 27 Jul 2026 11:00:00 GMThttps://menewsoft.com/blog/gaonchips-ai-designhouse-2026/https://menewsoft.com/blog/gaonchips-ai-designhouse-2026/The company that actually executes AI chip designs for Samsung's foundry swung to a loss and lost half its market value. An intraday 30% spike on July 10 was gone within two weeks. What a Korean design house really does, and the three things to verify in H2 2026.Mon, 27 Jul 2026 10:00:00 GMThttps://menewsoft.com/blog/galaxy-z-fold8-ai/https://menewsoft.com/blog/galaxy-z-fold8-ai/The Fold 8 and Fold 8 Ultra, unveiled at Unpacked 2026, are the first phones to ship Gemini Intelligence. Why AI is genuinely more useful on a big-screen foldable — and the good and bad lessons (battery, heat, cloud dependence) that Fold 7-generation users have already learned the hard way.Sun, 26 Jul 2026 12:00:00 GMThttps://menewsoft.com/blog/browser-office-editors-guide/https://menewsoft.com/blog/browser-office-editors-guide/How to open, edit and re-save XLSX, DOCX and PPTX files right in your browser — with zero server uploads. An honest guide to MeNew Sheet, Write and Show: what they do well and where they stop.Sun, 26 Jul 2026 11:00:00 GMThttps://menewsoft.com/blog/ai-capex-earnings-test-2026/https://menewsoft.com/blog/ai-capex-earnings-test-2026/Three companies worth over $5 trillion report within 48 hours, and the market has decided this is the first real referendum on AI capital spending at scale. Here are the specific numbers that matter — Alphabet's $175-185B capex guide, Tesla's swing to negative free cash flow, Intel's 39.5% gross margin line — and how to read each outcome.Wed, 22 Jul 2026 20:00:00 GMThttps://menewsoft.com/blog/kimi-k3-gpu-crunch-2026/https://menewsoft.com/blog/kimi-k3-gpu-crunch-2026/Moonshot AI paused new Kimi K3 subscriptions two days after launch because its GPU clusters hit capacity. Read alongside the July 27 open-weights release, Microsoft's reported $600M cost-cutting test, and US export controls, the shutdown looks less like a growing pain and more like the strategy itself. A deep analysis of the causes, the economics, and what happens next.Wed, 22 Jul 2026 10:00:00 GMThttps://menewsoft.com/blog/jensen-huang-japan-visit-2026/https://menewsoft.com/blog/jensen-huang-japan-visit-2026/After skipping Japan on an Asia tour and triggering a 'Japan passing' backlash, Nvidia's CEO spent two days in Tokyo and left with a $6.2 billion national AI factory, robotics partnerships with Fanuc and Yaskawa, and a 30-year debt repaid to Sega. What the announcements actually say about the roles Nvidia has assigned to Japan, Korea and Taiwan.Wed, 22 Jul 2026 09:00:00 GMThttps://menewsoft.com/blog/iran-war-escalation-markets-2026/https://menewsoft.com/blog/iran-war-escalation-markets-2026/Iran has suspended its ceasefire commitments, US strikes have hit a ninth consecutive night, and a war now nearly five months old just entered its most intense phase yet. Yet US futures are up this morning and gold is actually down. Here's what's happening on the ground, what it's done to markets so far, and why the reaction this time looks different.Mon, 20 Jul 2026 09:00:00 GMThttps://menewsoft.com/blog/shipping-five-ai-built-games-2026/https://menewsoft.com/blog/shipping-five-ai-built-games-2026/Five real, playable games — a voxel survival game, a kart racer, a match-3 puzzle, a grand-strategy map game, and a platformer — built with an AI coding agent and shipped to a static site with no server, no build step, and no budget. The deployment pattern, the testing trick that made it possible, and the bugs that almost got through.Sun, 19 Jul 2026 09:00:00 GMThttps://menewsoft.com/blog/physical-ai-explainer-2026/https://menewsoft.com/blog/physical-ai-explainer-2026/A plain-language primer on 'physical AI' — the industry's name for AI that can perceive and act in the physical world, not just answer text prompts. Why Jensen Huang calls it the next wave after chatbots, who's actually shipping humanoid robots in 2026, and the real state of the technology behind the demos.Sun, 19 Jul 2026 09:00:00 GMThttps://menewsoft.com/blog/hanwha-aerospace-valuation-2026/https://menewsoft.com/blog/hanwha-aerospace-valuation-2026/A howitzer maker that tripled revenue in two years, bought a shipyard, survived a shareholder-rights scandal, and now trades at nearly twice Lockheed Martin's multiple. What the backlog actually buys you, and what it doesn't.Sat, 18 Jul 2026 10:00:00 GMThttps://menewsoft.com/blog/kimi-k3-semiconductor-bear-market-2026/https://menewsoft.com/blog/kimi-k3-semiconductor-bear-market-2026/Moonshot AI's 2.8-trillion-parameter Kimi K3 sent the Philadelphia Semiconductor Index into an official bear market this week, with traders calling it a DeepSeek repeat. The pricing data tells a different story: this model isn't cheap. Here's what actually happened, and what it does and doesn't mean for the AI capex bet Samsung and SK hynix are riding on.Sat, 18 Jul 2026 09:00:00 GMThttps://menewsoft.com/blog/sk-hynix-rebound-2026-07/https://menewsoft.com/blog/sk-hynix-rebound-2026-07/-12.6%, +8.8%, then -11.5% again. That's SK Hynix's path in four trading days — while its Nasdaq ADR jumped 27%. A one-day rebound built on cooling US inflation was erased in a single session by the 'memory peak-out' narrative. Here's the bull case, the bear case, and the one event that will settle the argument.Fri, 17 Jul 2026 10:00:00 GMThttps://menewsoft.com/blog/moduui-ai-vs-gpt-gemini-claude-2026/https://menewsoft.com/blog/moduui-ai-vs-gpt-gemini-claude-2026/Korea's free national AI service will face users who already know GPT-5.6, Gemini 3.1, and Claude. How big is the capability gap, and how real are the Korea-specific advantages? We checked the benchmark data and expert views — then asked Claude (Fable 5), one of the models being compared, for its own honest assessment. Conclusion: the contest won't be decided by general intelligence.Thu, 16 Jul 2026 14:00:00 GMThttps://menewsoft.com/blog/korea-ai-for-all-2026/https://menewsoft.com/blog/korea-ai-for-all-2026/On July 13, 2026, the Korean government opened the tender for its 'AI for Everyone' project: a free, unlimited AI chatbot for all 52 million citizens by year-end, and a 'one AI agent per citizen' era starting next year. It would make Korea the first G20 nation to do this. Here's how the service is structured, what the conditions reveal, and the five questions that will decide whether it works.Thu, 16 Jul 2026 10:00:00 GMThttps://menewsoft.com/blog/asml-ai-hardware-bedrock-2026/https://menewsoft.com/blog/asml-ai-hardware-bedrock-2026/Every Nvidia GPU and every HBM stack begins inside a machine only one company on Earth can build. What ASML's EUV monopoly actually is, why it is the bedrock layer of AI hardware, and how the stock traveled the AI boom — from a $363 chip-winter low to a $1,768 record.Tue, 14 Jul 2026 11:00:00 GMThttps://menewsoft.com/blog/nable-kosdaq-ai-theme-2026/https://menewsoft.com/blog/nable-kosdaq-ai-theme-2026/A tiny Korean telecom-software stock hit its 30% daily limit in April with no news, doubled to a 52-week high, then gave it all back. What Nable actually does, what its AI business really is, and what the round trip teaches about Korea's AI-theme trading.Tue, 14 Jul 2026 10:00:00 GMThttps://menewsoft.com/blog/gpt-5-6-vs-claude-fable-5-2026/https://menewsoft.com/blog/gpt-5-6-vs-claude-fable-5-2026/OpenAI's GPT-5.6 and Anthropic's Claude Fable 5 both reached general availability within ten days of each other. We break down the actual benchmark numbers — SWE-Bench Pro, TerminalBench, the Artificial Analysis Intelligence Index — plus pricing, context window, and which model wins for which job.Tue, 14 Jul 2026 09:00:00 GMThttps://menewsoft.com/blog/kospi-selloff-2026-07-13/https://menewsoft.com/blog/kospi-selloff-2026-07-13/On July 13, 2026, Korea's KOSPI plunged as much as 9% and triggered its seventh circuit breaker of the year, with SK Hynix down 12% days after a record Nasdaq debut — even as Samsung just posted its best quarter ever. Here's what actually drove the sell-off, and the variables that decide where it goes from here.Mon, 13 Jul 2026 10:00:00 GMThttps://menewsoft.com/blog/sk-hynix-nasdaq-next-chapter-2026/https://menewsoft.com/blog/sk-hynix-nasdaq-next-chapter-2026/SK Hynix's record Nasdaq debut is done. Now comes the harder part — whether the premium holds, how it presses its lead over Micron and Samsung, and the value-trap risks analysts are already flagging.Mon, 13 Jul 2026 00:00:00 GMThttps://menewsoft.com/blog/physical-ai-us-manufacturing-hegemony-2026/https://menewsoft.com/blog/physical-ai-us-manufacturing-hegemony-2026/America is building factories at a record pace but can't staff them — nearly 1.9 million jobs may go unfilled by 2033. Physical AI is being sold as the missing worker. Can robots reshore US industry and restore American hegemony? A closer look at the bet, and its hard limits.Sun, 12 Jul 2026 09:00:00 GMThttps://menewsoft.com/blog/teach-kids-ai-age-2026/https://menewsoft.com/blog/teach-kids-ai-age-2026/A developer who watched AI take over rung after rung of his own job asks the parent's version of the question: if machines will do the work, what's actually worth teaching a child? A first-person answer, grounded in what the data on future skills really says.Sat, 11 Jul 2026 09:00:00 GMThttps://menewsoft.com/blog/sk-hynix-us-ipo-2026/https://menewsoft.com/blog/sk-hynix-us-ipo-2026/SK Hynix just raised $26.5 billion (~40 trillion won) on Nasdaq — the largest US IPO by a foreign company ever, beating Alibaba. And it priced at a premium to Seoul, quietly cracking the Korea Discount. Here's what the record deal means.Sat, 11 Jul 2026 00:00:00 GMThttps://menewsoft.com/blog/ai-bubble-2026-debate/https://menewsoft.com/blog/ai-bubble-2026-debate/Hyperscalers are spending ~$700B a year on AI while the revenue to justify it barely exists. Here's the bull case, the bear case, and the specific numbers — circular deals, depreciation tricks, and a widening capex gap — that will decide who's right.Fri, 10 Jul 2026 00:00:00 GMThttps://menewsoft.com/blog/ai-developer-journey-2026/https://menewsoft.com/blog/ai-developer-journey-2026/A working developer's first-person account of the AI coding revolution — from GPT-3's clumsy autocomplete, through the 'vibe coding' era of Codex, to today's agentic tools like Claude Code and Fable. What actually changed, and where it's going.Fri, 10 Jul 2026 00:00:00 GMThttps://menewsoft.com/blog/dram-price-fixing-lawsuit-2026-explained/https://menewsoft.com/blog/dram-price-fixing-lawsuit-2026-explained/A class action accuses Samsung, SK Hynix, and Micron of colluding to inflate DRAM prices. Here's what happened, how much RAM prices rose, and whether the case can win.Fri, 10 Jul 2026 00:00:00 GMT